Overview
Assets Under Management: $201 million
Headquarters: NOVATO, CA
High-Net-Worth Clients: 46
Average Client Assets: $4 million
Frequently Asked Questions
HUTCHINSON & ZIEGLER 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 #145096), HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. is headquartered in NOVATO, CA.
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. serves 46 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. manages $201 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, HUTCHINSON & ZIEGLER 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: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 223
Discretionary Accounts: 223
Regulatory Filings
CRD Number: 145096
Last Filing Date: 2025-02-27 00:00:00
Website: https://hzadvisors.com