Hawtree Advisory Group, LLC
Hawtree Advisory Group, LLC (CRD# 124492) is a financial advisory firm headquartered in Tucson, AZ. They manage $32,000,000 in 138 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management32MILLION
Total Number of Accounts138ACCOUNTS
Average Account Value$231,884
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Samuel Hawtree (CRD# 1083920) is an Investment Advisor Representative working at Hawtree Advisory Group, LLC in Tucson, AZ and has over 35 years of experience in the finance industry. Samuel Hawtree has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.