CRD: 119777
Hacket Asset Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1993
- Office Locations
- 1
Office Locations
About Hacket Asset Management, Inc.
Hackett Wealth Management provides customized wealth management, retirement planning, and estate strategy for entrepreneurs/executives, peak-career professionals, pre-retirees/retirees, and high-net-worth individuals. The team emphasizes portfolio construction and risk management with ongoing plan implementation through market volatility and life changes. Public profile data indicates Schwab custody and an ETF-oriented SMA mix.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FRANCIS CHARLES HACKET
Investment Advisor, President
- CRD
- #1103140
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,418,026 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,418,026 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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