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| Redhawk Wealth Advisors Inc
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| |
|---|---|
| CRD # | 146616 |
| SEC # | 801-68902 |
| CIK # | 0001535811 |
| AUM | $1.8 BB (2024-05-03) |
| Employees | 55 (85% Investors, 2% Brokers) |
| Phone | 952-835-4295 |
| Address | 8500 Normandale Lake Blvd Bloomington, MN 55437 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 16.4 | |
| AAPL | 2,382,844.0 | 12.1 | |
| MSFT | 1,918,222.4 | 7.2 | |
| GLD | 6.6 | ||
| LLY | 301,789.7 | 6.1 | |
| SMCI | 2,169.7 | 5.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,415 | 547.3 |
| (b) Individuals (high net worth individuals) | 172 | 400.1 |
| (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 | 167 | 821.8 |
| (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 | 25 | 45.9 |
| (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 | 5,408 | 1,815.2 |
| By Discretionary | ||
| Discretionary | 5,408 | 1,815.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,408 | 1,815.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.3 | |
| United States Persons | 1,808.9 | |
| Total | 5,408 | 1,815.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001535811] |
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|---|---|---|
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Full Sail Capital LLC
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OK | 1.8 |
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Madison Avenue Securities LLC
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Wealthplan Partners LLC
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LCP Institutional LLC
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AR | 1.8 |
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IN | 1.8 |
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RKL Wealth Management LLC
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PA | 1.8 |
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Wealthquest Corporation
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