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THE HACKETT GROUP, LLC
THE HACKETT GROUP, LLC
HACKETT ROBERTSON TOBE GROUP
NEW ORLEANS, Louisiana
·
2 registered advisors
·
CRD# 304638
SEC# 801-117295
1
504-304-9593
01
Firm Overview
AUM
$505M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at THE HACKETT GROUP, LLC
2 registered advisors
Bernard Hawkins Robertson
NEW ORLEANS, Louisiana
CRD# 4875947
Toni Hackett Antrum
NEW ORLEANS, Louisiana
CRD# 1112742
05
Office Locations
NEW ORLEANS, Louisiana
2 advisors
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Data sourced from SEC Form ADV filings. THE HACKETT GROUP, LLC (CRD# 304638) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.