HAWLEY ADVISORS
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 139335
- Website
- www.hawleyadvisors.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI85.24%
- Individuals11.78%
- Charitable Organizations2.98%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hawley Advisors is an independent, individual-owned limited liability company that operates as a registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm serves both individual and family clients as well as institutional relationships. Its fee model combines a percentage-of-AUM arrangement with hourly billing for certain services. Hawley Advisors does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant. Industry affiliations include other investment advisers and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities25%
- Cash & Cash Equivalents13%
- US Government Bonds7%
- Other1%
Owners & executives
1 of 1SHIRLEY CORIA
Chief Operating OfficerCRD 1111255
Contacts
2 of 2DANIEL HAWLEY
OwnerCRD 1071497
MAITRI GOONEWARDENA
SolicitorCRD 4998833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 1600 S Main St
- Time zone
- PT (UTC-8)
- Office locations
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