Redhawk Wealth Advisors, Inc.
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 146616
- Registered since
- March 6, 2008
- Website
- redhawkwa.com
- 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
FINTRXOverview
Redhawk Wealth Advisors, Inc. is a privately owned corporation that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers, and also operates as an insurance broker. Its advisor model combines percentage-of-AUM and fixed-fee billing. Redhawk indicates active engagement with environmental, social and governance (ESG) considerations and reports affiliations across broker-dealer, other investment adviser, accounting, and insurance company channels.
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 Funds61%
- Exchange Traded Equities23%
- Cash & Cash Equivalents7%
- Private Funds3%
- Other2%
Owners & executives
3 of 4
James Neathery
CEOCRD 2113004
Daniel Hunt
CEOCRD 5163868
Christopher Kurtz
Chief Executive OfficerCRD 4214710
Contacts
3 of 42
David Sutkaitis
Financial AdvisorCRD 4496466
Deborah Joseph
Investment Advisor RepresentativeCRD 4175506
Richard Ericson
PresidentCRD 7741672
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 259Active vs passive
$933M in ETFs
68%
$633M
24%
$300M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $30.8M | 41,279 | 3.30% |
Location
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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