HAWTREE ADVISORY GROUP, LLC
HAWTREE ADVISORY GROUP, LLC of TUCSON, AZ is an SEC-registered investment adviser (CRD 124492). Regulatory assets under management: $33.6M.
Registration
- CRD: 124492
- SEC file number: 801-66847
- Type: Registered investment adviser
- Location: 6069 E. GRANT ROAD, TUCSON, AZ, 85712-2318
- Phone: 520-886-5161
- Latest filing: 2019-03-29
- Regulatory AUM: $33.6M
- Discretionary AUM: $33.6M
- Clients: 3
- Accounts: 136
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| HAWTREE SAMUEL EDWARD | MEMBER, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
More on this firm