Hawtree Advisory Group, LLC
Firm details
- Headquarters
- Tucson, Arizona
- CRD number
- 124492
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals63.83%
- HNWI28.75%
- Pension & Profit Sharing Plans7.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hawtree Advisory Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as some institutional relationships, providing financial planning and portfolio management services for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Hawtree does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities42%
- Non-Exchange Traded Equities28%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds10%
Contacts
1 of 1Samuel Hawtree
PresidentCRD 1083920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tucson, AZ
Pima
Location
Tucson, AZ
Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- Pima
- Address
- 6069 E Grant Rd
- Time zone
- MT (UTC-7)
- Office locations
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