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| Redhawk Wealth Advisors Inc
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|---|---|
| CRD # | 146616 |
| SEC # | 801-68902 |
| CIK # | 0001535811 |
| AUM | $1.2 BB (2023-03-27) |
| Employees | 43 (81% Investors, 0% Brokers) |
| Phone | 952-835-4295 |
| Address | 8500 Normandale Lake Blvd Bloomington, MN 55437 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.3 | |
| NVDA | 399,550.0 | 3.2 | |
| MSFT | 1,918,222.4 | 2.8 | |
| F | 47,473.4 | 2.7 | |
| CDNS | 41,396.9 | 2.4 | |
| XOM | 385,508.3 | 2.4 | |
| LLY | 301,789.7 | 2.3 | |
| SNPS | 46,452.5 | 2.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,858 | 239.1 |
| (b) Individuals (high net worth individuals) | 116 | 225.5 |
| (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 | 168 | 706.9 |
| (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 | 26 | 38.0 |
| (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 | 3,736 | 1,209.5 |
| By Discretionary | ||
| Discretionary | 3,736 | 1,209.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,736 | 1,209.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 1,206.8 | |
| Total | 3,736 | 1,209.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001535811] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cardinal Point Capital Management ULC
✚
|
1.2 | |
|
Bison Wealth LLC
✚
|
GA | 1.2 |
|
NBT Capital Management Inc
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|
NY | 1.2 |
|
Tanglewood Wealth Management Inc
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|
TX | 1.2 |
|
Rather & Kittrell Inc
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|
TN | 1.2 |
|
WestEnd Advisors LLC
✚
|
NC | 1.2 |
|
Schaper Benz & Wise Investment Counsel Inc
✚
|
WI | 1.2 |
|
Anderson Financial Partners Inc
✚
|
FL | 1.2 |
|
LXG Wealth Advisory LLC
✚
|
FL | 1.2 |
|
Marco Investment Management LLC
✚
|
GA | 1.2 |