Hankinson Wealth Management, Inc. (Augusta)

Name: Hankinson Wealth Management, Inc.
Address: 1259 Greene Street, Augusta, GA, 30901
Telephone: 706-722-4909

Hankinson Wealth Management, Inc. is an adviser based in Augusta. It manages $39.89 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Georgia, Louisiana, and South Carolina.

Hankinson Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and advice on matters not involving securities.. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hankinson Wealth Management: assets under management

The assets under management (AUM) of Hankinson Wealth Management, Inc. is $39.89 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.69 million in discretionary accounts and $1.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.11 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hankinson Wealth Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hankinson Wealth Management, Inc.

Whitner Wandell Hankinson has been acting as President since 1 Jul 1980. Judith Ivey Hankinson joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Whitner Wandell Hankinson	President/treasurer	1 Jul 1980	50% - 75%	235825
Judith Ivey Hankinson	Shareholder	1 Jul 1980	Other	4470026
James Walter Hankinson	Vice president/secretary/chief compliance officer	1 Jul 1980	Other	2721226
Benjamin C Hankinson	Vice president	1 Jul 1980	Other	3174498
Benjamin Crimmins Hankinson	Vice president	1 Jul 1980	Other	3174498

Based in Augusta

The principal office where Hankinson Wealth Management, Inc. performs its advisory services is located at 1259 Greene Street, Augusta, GA 30901, which is also the mailing address of the firm. An additional office of the firm is in Greensboro, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 706-722-4909 or by fax 706-722-5199. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.retireaugusta.com.