HWA FINANCIAL GROUP

3448 Ellicott Center Drive, Suite 101
Ellicott City, Maryland 21043
Tel: 410.696.4025

About HWA FINANCIAL GROUP

HWA FINANCIAL GROUP, formally registered with the SEC as HWA FINANCIAL GROUP. The firm was established in 07/20/2018. They have over 1 offices throughout the country.

HWA FINANCIAL GROUP is a Ellicott City, Maryland based Financial Planning firm with nearly $185,803,528 assets under management, offering retirement planning & investment advisory services to 445 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120745
SEC#	801-113612
Assets Managed by Firm	$185,803,528
No. of Clients	445
No. of Advisors	4

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	445	$185,803,528
Individuals (other than high net worth individuals)	85	$23,401,013
High net worth individuals	50	$144,371,956
Charitable organizations	2	$17,170,371
Corporations or other businesses	1	$860,188

Inquire with HWA FINANCIAL GROUP

More Retirement Planning firms in Ellicott City, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,506,538,334,571	3783	3722
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$165,475,690,648	62	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$98,298,071,437	22302	629
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$53,251,436,325	121	98
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$34,265,560,279	498	154

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