Redhawk Wealth Advisors, Inc.

Overview

Redhawk Wealth Advisors, Inc. is an independent, SEC-registered investment adviser (registered with the SEC in 2008) organized as a corporation and owned by an individual. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. It operates as an insurance broker in addition to advisory services and maintains relationships with broker-dealers, other investment advisers, accountants, and insurance companies. Redhawk charges both percentage-of-AUM and fixed fees and describes itself as a capital allocator with an active ESG investment posture. Its business model supports a mix of discretionary and non-discretionary mandates and includes sourcing third-party managers where appropriate.

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Public Holdings

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Location & Offices