Overview
Assets Under Management: $240 million
Headquarters: KENTFIELD, CA
High-Net-Worth Clients: 51
Average Client Assets: $4 million
Frequently Asked Questions
HOERTKORN RICHARD CHARLES 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 #104649), HOERTKORN RICHARD CHARLES is subject to fiduciary duty under federal law.
HOERTKORN RICHARD CHARLES is headquartered in KENTFIELD, CA.
HOERTKORN RICHARD CHARLES serves 51 high-net-worth clients according to their SEC filing dated February 29, 2024. View client details ↓
According to their SEC Form ADV, HOERTKORN RICHARD CHARLES offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
HOERTKORN RICHARD CHARLES manages $240 million in client assets according to their SEC filing dated February 29, 2024.
According to their SEC Form ADV, HOERTKORN RICHARD CHARLES serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.77
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 224
Discretionary Accounts: 224
Regulatory Filings
CRD Number: 104649
Last Filing Date: 2024-02-29 00:00:00
Website: https://gmail.com