Hawk Capital Wealth Management LLC

Hawk Capital Wealth Management LLC (CRD# 309556) is a financial advisory firm headquartered in , . They manage $3,256,027 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://hawkcapitalwm.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $180,890
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Hawk Capital Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jessi Hawk, financial advisor Walnut Creek CA
Jessi Hawk
CRD#: 5454935
Walnut Creek, CA

Jessi Hawk (CRD# 5454935) is an Investment Advisor Representative working at Hawk Capital Wealth Management LLC in Walnut Creek, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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