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 $218,673,282 assets under management, offering retirement planning & investment advisory services to 492 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	$218,673,282
No. of Clients	492
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	492	$218,673,282
Individuals (other than high net worth individuals)	101	$32,358,728
High net worth individuals	45	$164,932,881
Charitable organizations	2	$19,468,927
Corporations or other businesses	3	$1,912,746

More Retirement Planning firms in Ellicott City, Maryland:

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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