← Tributary

GOLDNER HAWN

MINNEAPOLIS, MN · CRD 299154 · IAPD ↗ · goldnerhawn.com · 612-338-5912

$898.9MRegulatory AUM
11Advisory reps
13Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — GOLDNER HAWN grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — GOLDNER HAWN reported RAUM up 37% ($585.9M -> $803.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.