2484 N Stokesberry Place
Suite 100
Meridian, Idaho 83646-6083
Tel: (208) 855-9400
HAWKE FINANCIAL GROUP, formally registered with the SEC as HAWKE FINANCIAL GROUP. The firm was established in 05/24/2019. They have over 1 offices throughout the country.
HAWKE FINANCIAL GROUP is a Meridian, Idaho based Financial Planning firm with nearly $198,314,295 assets under management, offering retirement planning & investment advisory services to 1091 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 301733 |
SEC# | 801-116678 |
Assets Managed by Firm | $198,314,295 |
No. of Clients | 1091 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1091 | $198,314,295 |
Individuals (other than high net worth individuals) | 676 | $64,556,919 |
High net worth individuals | 76 | $95,738,540 |
Pension and profit sharing plans | 19 | $12,639,513 |
Corporations or other businesses | 14 | $25,379,323 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,361,493,116 | 386 | 63 | |
$3,797,719,931 | 78 | 10 | |
$2,856,919,716 | 463 | 34 | |
$1,931,996,135 | 801 | 6 | |
$1,380,795,719 | 2334 | 19 |
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