H
$33.6M Total AUM
$33.6M Disc. AUM
-- 3Y CAGR
3 Employees
84 ADV. Clients
23 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Ridge meridian
- Established Date
- 05-12-2003
- Office Locations
- 1
Office Locations
6069 E. Grant Road Tucson AZ
About Hawtree Advisory Group, LLC
Hawtree Advisory Group, LLC is a Tucson, AZ registered investment adviser serving retail and institutional clients, with a focus on entrepreneurs. The firm provides financial planning and discretionary portfolio management, including retirement, tax and estate planning, insurance, and business succession guidance. Portfolios emphasize asset allocation and are implemented largely with equities and ETFs; custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$16.8M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
23.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Signal quantum
Client Personas
Radial eagle
Investment Themes
Horizon legacy Capital legacy
Investment Vehicles
Element
Services
Optima eagle Beacon crest Frontier Insight Frontier Beacon frontier Quantum Harbor
Technology
Delta atlas
Owner & Executives
S
SAMUEL EDWARD HAWTREE
Bookkeeper, Chief Compliance Officer
- CRD
- #1083920
- Ownership
- 75% or more
(424) 570-2614
focus.catalyst@pioneercapital.com
in linkedin.com/in/horizon-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,599,866 | $191,058 |
| Non-Discretionary | $0 | $77,880 |
| Total | $33,599,866 | $188,200 |
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Separately Managed Accounts
Total SMA Asset: $33,599,866
Equity - Exchange:
9.9% Equity - OTC:
28.5% Cash:
14.7% Public Funds:
46.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $417,583,009 | 9.9% |
| Equity - OTC | $1,202,132,904 | 28.5% |
| Cash | $620,047,498 | 14.7% |
| Public Funds | $1,978,246,779 | 46.9% |
| Total | $4,218,010,190 | 100.0% |