HC Financial Advisors Inc
- Assets, Funds, Holdings
| HC Financial Advisors Inc
|
| CRD # | 110436 |
| SEC # | 801-26182 |
| CIK # | 0000784045, 0001730936, 0001803295 |
| AUM |
|
| Employees |
10 (50% Investors, 0% Brokers)
|
| Phone | 925-299-1800 |
| Address | 3685 Mt Diablo Blvd, Suite 200
Lafayette, CA 94549 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
128
|
62.8 |
| (b) Individuals (high net worth individuals) |
158
|
468.9 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
1 |
0.9 |
| (h) Charitable organizations |
2 |
2.2 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,008 |
534.8 |
| By Discretionary |
| Discretionary |
1,008 |
534.8 |
| Non-Discretionary |
0 |
0.0 |
| Total |
1,008 |
534.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
534.8 |
| Total |
1,008 |
534.8 |
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