⚲
|
Hutchinson & Ziegler Financial Advisors Inc
✚
|
|
---|---|
CRD # | 145096 |
SEC # | 801-110476 |
CIK # | |
AUM | $172.6 MM (2024-03-12) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 415-259-3933 |
Address | 1108 Fifth Avenue San Rafael, CA 94901 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 5 | 1.7 |
(b) Individuals (high net worth individuals) | 46 | 156.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 9.4 |
(h) Charitable organizations | 1 | 5.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 212 | 172.6 |
By Discretionary | ||
Discretionary | 212 | 172.6 |
Non-Discretionary | 0 | 0.0 |
Total | 212 | 172.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.9 | |
United States Persons | 171.7 | |
Total | 212 | 172.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
McBroom & Associates LLC
✚
|
NV | 0.2 |
Shelter Rock Management LLC
✚
|
NY | 0.2 |
Tilia Fiduciary Partners Inc
✚
|
NC | 0.2 |
Utopia Wealth Management LLC
✚
|
FL | 0.2 |
Ascend Interplay LLC
✚
|
NY | 0.2 |
JHP Wealth Management LLC
✚
|
CO | 0.2 |
Bright Angel Advisors LLC
✚
|
MN | 0.2 |
ETRE LLC
✚
|
MA | 0.2 |
Quantitative Strategies Inc
✚
|
CA | 0.2 |
Alpha ZERO LLC
✚
|
FL | 0.2 |