Overview
Assets Under Management: $352 million
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 136
Average Client Assets: $2.2 million
Frequently Asked Questions
HC FINANCIAL ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110436), HC FINANCIAL ADVISORS INC is subject to fiduciary duty under federal law.
HC FINANCIAL ADVISORS INC is headquartered in LAFAYETTE, CA.
HC FINANCIAL ADVISORS INC serves 136 high-net-worth clients according to their SEC filing dated February 15, 2018. View client details ↓
According to their SEC Form ADV, HC FINANCIAL ADVISORS INC offers financial planning and portfolio management for individuals. View all service details ↓
HC FINANCIAL ADVISORS INC manages $352 million in client assets according to their SEC filing dated February 15, 2018.
According to their SEC Form ADV, HC FINANCIAL ADVISORS INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.69%
Average Client Assets: $2.2 million
Total Client Accounts: 872
Discretionary Accounts: 872
Regulatory Filings
CRD Number: 110436
Filing ID: 1168675
Last Filing Date: 2018-02-15 10:59:00