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