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Hawsgoodwin Wealth Share
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Overview Share
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Franklin, Tennessee
$499.6 million AUM
1 office

Hawsgoodwin Wealth is based in Franklin, Tennessee and has $499.6 million in assets under management.

Location
5000 Meridian Boulevard
Suite 530
Franklin, TN 37067
$499.6 million
AUM
7
Employees
AUM Share
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$499,563,070
Assets under management
685 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 209 $45,927,520 9% $219,749
High net worth individuals 63 $234,966,575 47% $3,729,628
Pension and profit sharing plans 25 $203,931,790 41% $8,157,272
Charitable organizations 6 $14,737,185 3% $2,456,198
Employees Share
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7
Employees
4
Investment analysts
57% of total employees
AUM per employee Share
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$499,563,070
Assets under management
$71,366,153
AUM per employee
$124,890,768
AUM per investment analyst
About Share
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Compensation

Hawsgoodwin Wealth makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Hawsgoodwin Wealth provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 165,771
SEC number 801-79585
Legal structure Limited Liability Company
Legal governance Tennessee, United States
Latest ADV filing date March 25, 2020

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