TRH FINANCIAL LLC

HAWKINS WEALTH MANAGEMENT
NORTH LIBERTY, Iowa·4 registered advisors·CRD# 165615
SEC# 801-962851319-626-3580
01

Firm Overview

AUM
$565M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRH FINANCIAL LLC

4 registered advisors
Aaron Michael Robertson
NORTH LIBERTY, Iowa
Angela Sue Breitsprecher
NORTH LIBERTY, Iowa
Anthony Joseph Gaiffe
CORALVILLE, Iowa
Timothy Ryan Hawkins
NORTH LIBERTY, Iowa
05

Office Locations

NORTH LIBERTY, Iowa
3 advisors
CORALVILLE, Iowa
1 advisor

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Data sourced from SEC Form ADV filings. TRH FINANCIAL LLC (CRD# 165615) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.