Unclaimed Profile

James J Hatton

HATTON CONSULTING, INC.·PHOENIX, Arizona

Series 65Clean record24 years registeredHATTON CONSULTING, INC.

5090 N 40TH STREET, PHOENIX, AZ 85018CRD# 4522101Firm CRD# 115585

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James J Hatton · PHOENIX, AZ

Registration

CRD #4522101 · HATTON CONSULTING, INC. · 24 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Feb 2022 – present

HATTON CONSULTING, INC.

Jul 2002 – Jan 2022

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HATTON CONSULTING, INC.

CRD 115585 · SEC 801-60580

AUM

$440M

Regulatory assets under management

Employees

804 client accounts

Services offered by HATTON CONSULTING, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HATTON CONSULTING, INC. →

Introduction

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Frequently Asked Questions

What services does James J Hatton offer?

James J Hatton specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.

What are James J Hatton's credentials?

James J Hatton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James J Hatton located?

James J Hatton is based in PHOENIX, Arizona, working with HATTON CONSULTING, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does James J Hatton charge for services?

James J Hatton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HATTON CONSULTING, INC.?

HATTON CONSULTING, INC. has approximately 5 employees and manages $440M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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