Overview
Assets Under Management: $229 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
HIPPOCRATIC FINANCIAL ADVISORS 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 #169481), HIPPOCRATIC FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
HIPPOCRATIC FINANCIAL ADVISORS is headquartered in WESTLAKE VILLAGE, CA.
HIPPOCRATIC FINANCIAL ADVISORS serves 61 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, HIPPOCRATIC FINANCIAL ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
HIPPOCRATIC FINANCIAL ADVISORS manages $229 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, HIPPOCRATIC FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,645
Discretionary Accounts: 1,645
Regulatory Filings
CRD Number: 169481
Filing ID: 2055958
Last Filing Date: 2026-02-20 08:03:47