Hutchinson & Ziegler Financial Advisors Inc

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Assets, Funds, Holdings

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Hutchinson & Ziegler Financial Advisors Inc
CRD #145096
SEC #801-110476
CIK #
AUM $172.6 MM (2024-03-12)
Employees 2 (100% Investors, 0% Brokers)
Phone415-259-3933
Address1108 Fifth Avenue
San Rafael, CA 94901
Source [IAPD] [Website]
Total AUM ($MM)
180144108723602007201320192025
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
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JHP Wealth Management LLC
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Bright Angel Advisors LLC
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Alpha ZERO LLC
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