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HWA FINANCIAL GROUP
ELLICOTT CITY, MD
410.696.4025
SEC #801-113612Total AUM
$295.3M
Employees
4Clients
174Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3448 ELLICOTT CENTER DRIVE, SUITE 101
ELLICOTT CITY
MD 21043
United States
ELLICOTT CITY
MD 21043
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Monday - Friday
Phone
410.696.4025
Financials
Total AUM
$295.3M
Accounts
577Discretionary
$267.1M
Accounts
568Non-Discretionary
$28.2M
Accounts
9
Clients
Individual Clients
105AUM
$37.6M
HNW Individual Clients
62AUM
$229.2M
Pension/Profit Sharing Plan Clients
1AUM
$490.3K
Charitable Organization Clients
2AUM
$26.6M
Corporation or Business Clients
4AUM
$1.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
DEFLGAMDNHPATXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.