Redhawk Wealth Advisors, Inc.

RIASEC Registered
Total AUM
$1.5B
Discretionary
$615M
42% of AUM
Avg account
$219K
Accounts
6,639
Employees
55
Advisory reps
45

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
146616
Registered since
March 6, 2008
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals70.28%
  • HNWI24.36%
  • Corporations / Businesses2.11%
  • Insurance Companies1.67%
  • Pension & Profit Sharing Plans1.57%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Redhawk Wealth Advisors, Inc. is an independent, individual-owned registered investment adviser that has been SEC registered since 2008. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection services. Redhawk also operates as an insurance broker and maintains affiliations across the industry including a broker-dealer relationship and connections with other advisers, accounting professionals, and an insurance company. Its fee model blends percentage-of-AUM billing and fixed fees, and the firm identifies as an active ESG investor while functioning as a capital allocator that places client capital with external managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 23%, Cash & Cash Equivalents 7%, Private Funds 3%, Other 2%, US Government Bonds 1%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents7%
  • Private Funds3%
  • Other2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 255

Active vs passive

$918M in ETFs

Passive

68%

$623M

Active

25%

$295M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$36.2M47,5133.95%

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
8500 Normandale Lake Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth