REDHAWK WEALTH ADVISORS, INC.

HTTP://WWW.REDHAWKWA.COM MINNEAPOLIS, MN Investment Advisor How do I update this listing?

Redhawk Wealth Advisors is based out of Minneapolis. Redhawk Wealth Advisors is a large advisory firm with 2448 clients and discretionary assets under management (AUM) of $1,032,860,715 (Form ADV from 2019-04-10). Their last reported 13F filing for Q1 2019 included $189,940,000 in managed 13F securities and a top 10 holdings concentration of 42.2%. Redhawk Wealth Advisors's largest holding is iShares Russell Midcap Growth ETF with shares held of 109,041. Whalewisdom has at least 3 13F filings

Download 13F Summary to Excel Create Email Alert

03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $189.94 Million
  • Prior Market Value $166.513 Million
  • New Purchases26 stocks
  • Additional Purchases25 stocks
  • Sold out of10 stocks
  • Reduced holdings in40 stocks
  • Top 10 Holdings % 42.20 %
  • Turnover % [1]:28.80%
  • Turnover Alt % [2]: 27.82 %
  • Time Held Top20:1.30 quarters
  • Time Held Top10:1.60 quarters
  • Time Held All:1.46 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.28%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

REDHAWK WEALTH ADVISORS, INC.
7700 FRANCE AVENUE SOUTH SUITE 430
MINNEAPOLIS MN    55435
Country: United States

Business Phone: 952-835-4295
Fax: 952-835-0295
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MN
Number of employees: 36
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 2448
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

REDHAWK WEALTH ADVISORS, INC.

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
HUNT, DANIEL, EDWARD CHIEF EXECUTIVE OFFICER 02/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
REDHAWK WEALTH ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2008-02-01
COELHO, BONIFACE, DESMOND OWNER 09/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDHAWK WEALTH ADVISORS, INC. VICE PRESIDENT BUSINESS DEVELOPMENT direct 2011-04-01
REDHAWK WEALTH ADVISORS, INC. VICE PRESIDENT PORTFOLIO MANAGEMENT direct 2013-01-01
REDHAWK WEALTH ADVISORS, INC. OWNER direct 2013-09-01
REDHAWK WEALTH ADVISORS, INC. VICE PRESIDENT MARKETING direct 2013-09-01
DOWTY, NAVI, JAMES OWNER 04/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REDHAWK WEALTH ADVISORS, INC. OWNER direct 2011-04-01
KEAST, RICHARD, P PRESIDENT/ CHIEF COMPLIANCE OFFICER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REDHAWK WEALTH ADVISORS, INC. PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2015-07-01

REDHAWK WEALTH ADVISORS, INC.

ownership team - last updated 2018-06-20
Name Title Start Date Direct/Indirect % Ownership
HUNT, DANIEL, EDWARD CHIEF EXECUTIVE OFFICER 02/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
REDHAWK WEALTH ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2008-02-01
COELHO, BONIFACE, DESMOND OWNER 09/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
REDHAWK WEALTH ADVISORS, INC. VICE PRESIDENT BUSINESS DEVELOPMENT direct 2011-04-01
REDHAWK WEALTH ADVISORS, INC. VICE PRESIDENT PORTFOLIO MANAGEMENT direct 2013-01-01
REDHAWK WEALTH ADVISORS, INC. OWNER direct 2013-09-01
REDHAWK WEALTH ADVISORS, INC. VICE PRESIDENT MARKETING direct 2013-09-01
DOWTY, NAVI, JAMES OWNER 04/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REDHAWK WEALTH ADVISORS, INC. OWNER direct 2011-04-01
KEAST, RICHARD, P PRESIDENT/ CHIEF COMPLIANCE OFFICER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REDHAWK WEALTH ADVISORS, INC. PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2015-07-01

Elevate your investments