HC Financial Advisors Inc

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Assets, Funds, Holdings

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HC Financial Advisors Inc
CRD #110436
SEC #801-26182
CIK #
AUM $349.7 MM (100% Disc, 100% US)
Employees7 (43% Investors, 0% Brokers)
Phone925-299-1800
Address3685 Mt Diablo Blvd, Suite 200
Lafayette, CA 94549
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
TDTT 4.7
AAPL 843,560.0 4.1
TOTL 3.9
HD 206,070.0 3.8
NTRS 19,610.0 3.1
V 341,210.0 2.8
DIS 171,070.0 2.8
PFE 230,400.0 2.7
ORCL 188,990.0 2.6
BDX 67,250.0 2.5
View All
Holdings by Sector ($BB)
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