RIA IntelAdvisersRhode IslandHACKET ASSET MANAGEMENT, INC.

HACKET ASSET MANAGEMENT, INC.

Advisory

RI

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$714K
across 16 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
16
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMA, RI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in RI

Closest by assets under management. All figures from Form ADV.

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GREEN STREET WEALTH ADVISORY, LLC
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JAMIEL FINANCIAL ADVISORS, LLC
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$9M
GOAL WEALTH ADVISORY GROUP, LLC
$14M
GUIDICI WEALTH MANAGEMENT LLC
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$14M
STRATEGIC POINT RETIREMENT PLAN SERVICES LLC
PROVIDENCE, RI
$8M
-62.9% 1Y

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