HATTON CONSULTING, INC.
Total AUM
$440.4M
Employees
5Clients
334Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5090 N 40TH STREET
SUITE 160
PHOENIX
AZ 85018
United States
SUITE 160
PHOENIX
AZ 85018
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
602-852-5520
Other Offices
1
Financials
Total AUM
$440.4M
Accounts
804Discretionary
$428.2M
Accounts
799Non-Discretionary
$12.2M
Accounts
5
Clients
Individual Clients
210AUM
$88M
HNW Individual Clients
117AUM
$331.7M
Pension/Profit Sharing Plan Clients
5AUM
$12.2M
Charitable Organization Clients
1AUM
$4.2M
Corporation or Business Clients
1AUM
$4.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MANAGEMENT FOR NOT-FOR-PROFIT COMPANIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOILMINETX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.