Hawtree Advisory Group, Llc (Tucson)
Hawtree Advisory Group, Llc Is an Adviser Based in Tucson. It Manages $37.26 Million of Regulatory Assets for 198 Client Accounts. It Has Been Registered with...
Hawtree Advisory Group, LLC is an adviser based in Tucson. It manages $37.26 million of regulatory assets for 198 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Arizona.
Hawtree Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Hawtree Advisory Group: assets under management
The assets under management (AUM) of Hawtree Advisory Group, LLC is $37.26 million. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $36.87 million in discretionary accounts and $389.4 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $191.06 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $77.88 thousand.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Hawtree Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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