Hawtree Advisory Group, LLC

Hawtree Advisory Group, LLC (CRD# 124492) is a financial advisory firm headquartered in Tucson, AZ. They manage $33,599,866 in 136 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6069 E. Grant Road, Tucson, AZ 85712
http://www.hawtreegroup.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $247,058
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Hawtree Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Samuel Hawtree, financial advisor Tucson AZ
Samuel E. Hawtree
CRD#: 1083920
6069 E. Grant Road, Tucson, AZ 85712

Samuel Hawtree (CRD# 1083920) is an Investment Advisor Representative working at Hawtree Advisory Group, LLC in Tucson, AZ and has over 41 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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