Redhawk Wealth Advisors, Inc. is a large advisory firm based in Minneapolis. It manages $1.08 billion of regulatory assets for 2,448 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 31 other states.
Redhawk Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Redhawk Wealth Advisors, Inc. is $1.08 billion. The firm's AUM has grown by 3996% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Redhawk Wealth Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, and pension and profit sharing plans. The largest group of clients of Richard P Keast is pension and profit sharing plans with 254 clients and $836.5 million of assets under management. Among the 8 most similar advisory firms, Redhawk Wealth Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.08 billion for 2,448 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Redhawk Wealth Advisors doesn't advise any private funds.
The company employs 36 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. 32 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Redhawk Wealth Advisors, Inc. is owned by Navi James Dowty. Richard P Keast has been acting as President since 1 Jul 2015. Boniface Desmond Coelho joined the executive team most recently as the Vice President Marketing.
The principal office where Redhawk Wealth Advisors, Inc. performs its advisory services is located at 7700 France Avenue South, Minneapolis, MN 55435, which is also the mailing address of the firm. An additional office of the firm is in Brighton, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-835-4295 or by fax 952-835-0295. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at redhawkwa.com and its LinkedIn profile.