|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hawke Financial Group LLC
✚
|
|
|---|---|
| CRD # | 301733 |
| SEC # | 801-116678 |
| CIK # | |
| AUM | $254.3 M (2025-04-01) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 208-855-9400 |
| Address | 2484 N Stokesberry Place Meridian, ID 83646-6083 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 673 | 122.6 |
| (b) Individuals (high net worth individuals) | 81 | 92.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 14.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 24.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,107 | 254.3 |
| By Discretionary | ||
| Discretionary | 1,107 | 254.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,107 | 254.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.3 | |
| Total | 1,107 | 254.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 0.3 |
|
Summit Investment Advisors Inc
✚
|
MD | 0.3 |
|
American Capital Advisory LLC
✚
|
ID | 0.3 |
|
Fox Financial Inc
✚
|
PA | 0.3 |
|
Mendota Financial Group LLC
✚
|
WI | 0.3 |
|
Palatine Hill LLC
✚
|
MI | 0.3 |
|
Bright Futures Wealth Management LLC
✚
|
NY | 0.3 |
|
Continuum Wealth Advisors LLC
✚
|
NY | 0.3 |
|
Hilton Head Capital Partners LLC
✚
|
SC | 0.3 |
|
Chiron Capital Management LLC
✚
|
FL | 0.3 |