Hawke Financial Group, based out of Meridian, ID, is a leading investment advisory firm serving over 520 individual clients with a remarkable $183,596,000 in assets under management. With a proven track record, they specialize in managing employer 401Ks and individual portfolios, commanding extensive expertise in this field. The firm operates from a single office location, catering to a diverse range of clients seeking comprehensive financial solutions.
Hawke Financial Group distinguishes itself through its discretionary asset management approach, handling 100% of their clients' assets with utmost care and responsibility. Their c...
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Assets Under Mgmt
$183.6M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Disclosures
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.