Hawkins, Ash, Baptie Wealth Management, LLC (La Crosse)

Name: Hawkins, Ash, Baptie Wealth Management, LLC
Address: 99 Milwaukee Street, La Crosse, WI, 54602 1508
Telephone: 608-782-2981

Hawkins, Ash, Baptie Wealth Management, LLC is a large advisory firm based in La Crosse. It manages $31.5 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Wisconsin.

Hawkins, Ash, Baptie Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hawkins, Ash, Baptie Wealth Management: assets under management

The assets under management (AUM) of Hawkins, Ash, Baptie Wealth Management, LLC is $31.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $31.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hawkins, Ash, Baptie Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ash Baptie And Company Hawkins	100% owner	1 Jul 1999	Other	39-1968166

Based in La Crosse

The principal office where Hawkins, Ash, Baptie Wealth Management, LLC performs its advisory services is located at 99 Milwaukee Street, La Crosse, WI 54602 1508, 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 608-782-2981 or by fax 608-785-2140. The normal business hours are 8:00-5:00pm on Monday - Friday. You can find more information about the New York firm at www.habco.com.

Hawkins, Ash, Baptie Wealth Management, LLC (La Crosse)

Hawkins, Ash, Baptie Wealth Management: assets under management

Fees & Commissions

Indirect Owners

Based in La Crosse

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