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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- ValueEagle +more
- Established Date
- 09-18-2018
- Office Locations
- 1
Office Locations
About Hathaway Financial LLC
Hathaway Financial is a commission-free, fiduciary RIA providing investment management and comprehensive planning for individuals, executives, and small business owners. Services include retirement and tax planning, insurance/risk reviews, executive counseling on equity comp and 401(k)s, and small-business retirement plans. Portfolios are built to long-term goals with risk management, with a strong ETF tilt and Schwab as a primary custodian.
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Owner & Executives
John Hathaway
Chief Compliance Officer, Managing Member
- CRD
- #7006807
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,186,355 | -- |
| Non-Discretionary | $210,640 | -- |
| Total | $39,396,995 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,396,995
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,382,463,473 | 41.1% |
| Public Funds | $1,564,101,009 | 46.5% |
| Cash | $417,093,602 | 12.4% |
| Total | $3,363,658,084 | 100.0% |