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Building 2HAWKES WEALTH MANAGEMENT INC.

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Phone(607) 624-7171
NotebookSEC #801-120843
Total AUM
$29.1M
Employees
1
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(607) 624-7171

ReceiptFinancials

Total AUM
$29.1M
Accounts
209
Discretionary
$29.1M
Accounts
209
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
76
AUM
$20.5M
HNW Individual Clients
6
AUM
$8.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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