|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hackett Financial Group LLC
✚
|
|
|---|---|
| CRD # | 141656 |
| SEC # | 801-132704 |
| CIK # | 0001771072, 0001057379 |
| AUM | $133.2 M (2025-05-23) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 512-847-0630 |
| Address | 840 East Summit Drive Wimberley, TX 78676 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 100.0 |
| (b) Individuals (high net worth individuals) | 19 | 33.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 641 | 133.2 |
| By Discretionary | ||
| Discretionary | 641 | 133.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 641 | 133.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 132.9 | |
| Total | 641 | 133.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001057379] | |
| 10-Q | [0001057379] | |
| 3 | [0001057379] | |
| 4 | [0001057379] | |
| 8-K | [0001057379] | |
| SC 13G | [0001057379] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Family Legacy Financial Solutions LLC
✚
|
NC | 0.1 |
|
ARK Royal Wealth Management LLC
✚
|
NC | 0.1 |
|
Morrissey Wealth Management LLC
✚
|
CT | 0.1 |
|
Lynnleigh & Company LLC
✚
|
NY | 0.1 |
|
Shapiro Financial Security Group Inc
✚
|
NJ | 0.1 |
|
Aventus Investment Advisors Inc
✚
|
FL | 0.1 |
|
Vision Capital Partners
✚
|
MI | 0.1 |
|
Capital City Wealth Management Inc
✚
|
ND | 0.1 |
|
Dipaolo Financial Group Inc
✚
|
FL | 0.1 |
|
Tea & Taxes Company DBA Prosperitea Planning
✚
|
0.1 |