CRD: 139335
Hawley Advisors
Walnut Creek, CA, 94596
9259069800
$74.2M Total AUM
$74.2M Disc. AUM
-- 3Y CAGR
3 Employees
118 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-16-1999
- Office Locations
- 3
Office Locations
1600 South Main Street Suite 190 Walnut Creek CA
660 Clipper Street #105 SAN Francisco CA
-- Jurupa Valley CA
About Hawley Advisors
Hawley Advisors is a Walnut Creek-based RIA with 3 offices. The firm has been operating for 27 years. Managing $74.2M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
53 AVG AGE
$24.7M AVG AUM / ADVISOR
$628.8K AVG AUM / CLIENT
6.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Eagle timber Horizon optima
Investment Themes
Frontier delta Wave
Investment Vehicles
Signal crest
Services
Radial bridge Radial Delta vital Beacon fusion Summit timber Alpha optima
Owner & Executives
DANIEL VINCENT HAWLEY
Owner, President
- CRD
- #1071497
- Ownership
- 75% or more
(386) 588-1265
crest.focus@elementcapital.com
in linkedin.com/in/oak-zenith
SHIRLEY JAMIL CORIA
CHIEF OPERATING OFFICER
- CRD
- #1111255
- Ownership
- Less than 5%
(902) 377-6309
horizon.unison@capitalcapital.com
in linkedin.com/in/pathway-unison
Showing 2 of 2 owners & executives
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M
MAITRI K. J. GOONEWARDENA
Advisor, Manager, Portfolio Manager
- CRD
- #4998833
(859) 593-3663
insight.delta@frontiercapital.com
in linkedin.com/in/legacy-legacy
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,200,022 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,200,022 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,200,022
Public Funds:
14.2% Equity - Exchange:
24.2% Cash:
23.1% U.S. Government/Agency:
20.5% Other:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $888,607,562 | 14.2% |
| Equity - Exchange | $1,514,387,536 | 24.2% |
| Cash | $1,445,551,739 | 23.1% |
| U.S. Government/Agency | $1,282,848,945 | 20.5% |
| Other | $1,126,403,952 | 18.0% |
| Total | $6,257,799,734 | 100.0% |