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Building 2HATTON CONSULTING, INC.

Map pinPHOENIX, AZ
Phone602-852-5520
NotebookSEC #801-60580
Total AUM
$440.4M
Employees
5
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5090 N 40TH STREET
SUITE 160
PHOENIX
AZ 85018
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
602-852-5520
Other Offices
1

ReceiptFinancials

Total AUM
$440.4M
Accounts
804
Discretionary
$428.2M
Accounts
799
Non-Discretionary
$12.2M
Accounts
5

ContactClients

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Individual Clients
210
AUM
$88M
HNW Individual Clients
117
AUM
$331.7M
Pension/Profit Sharing Plan Clients
5
AUM
$12.2M
Charitable Organization Clients
1
AUM
$4.2M
Corporation or Business Clients
1
AUM
$4.3M

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILMINETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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