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Hawtree Advisory Group, LLC (Tucson)


Hawtree Advisory Group, LLC is an adviser based in Tucson. It manages $37.26 million of regulatory assets for 198 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Arizona.

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Hawtree Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hawtree Advisory Group: assets under management

The assets under management (AUM) of Hawtree Advisory Group, LLC is $37.26 million. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.87 million in discretionary accounts and $389.4 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $191.06 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $77.88 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hawtree Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, 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.

Based in Tucson

The principal office where Hawtree Advisory Group, LLC performs its advisory services is located at 6069 E. Grant Road, Tucson, AZ 85712 2318, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 520-886-5161 or by fax 520-886-5141. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.hawtreegroup.com.


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