linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Hawtree Advisory Group, LLC

Headquartered in TUCSON, AZ

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Hawtree Advisory Group, LLC is an investment advisor with 1 licensed agent and 1 investment advisor representative. They have $33,599,866 in regulatory assets under management across 136 accounts, all of which are discretionary. Their advisory services include financial planning and portfolio management for individuals. The firm primarily serves high net worth individuals, individuals other than high net worth individuals, and pension and profit-sharing plans.

Hawtree Advisory Group, LLC

$33.60M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

HAWTREE ADVISORY GROUP, LLC has a total of 1 branch locations across the country.
location

TUCSON, AZ

Advisors at Hawtree Advisory Group, LLC

View All Advisors
Unclaimed
Samuel Edward Hawtree

CFP®, RA

TUCSON, AZ

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Hawtree Advisory Group, LLC is right for you?

Disclosures

There are no public disclosures for Hawtree Advisory Group, LLC.

Frequently Asked Questions (6)

Not sure if Hawtree Advisory Group, LLC is right for you?