4370 Town Center Blvd.
Suite 220
El Dorado Hills, California 95762
Tel: (916) 608-4284
VAN HULZEN FINANCIAL ADVISORS, formally registered with the SEC as VAN HULZEN FINANCIAL ADVISORS. The firm was established in 03/14/2003. They have over 3 offices throughout the country.
VAN HULZEN FINANCIAL ADVISORS is a El Dorado Hills, California based Financial Planning firm with nearly $1,993,819,811 assets under management, offering retirement planning & investment advisory services to 2486 clients. The firm is staffed with 19 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116632 |
SEC# | 801-61884 |
Assets Managed by Firm | $1,993,819,811 |
No. of Clients | 2486 |
No. of Advisors | 19 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2486 | $1,993,819,811 |
Individuals (other than high net worth individuals) | 839 | $281,569,683 |
High net worth individuals | 284 | $1,203,568,875 |
Pension and profit sharing plans | 35 | $180,671,835 |
Charitable organizations | 28 | $40,978,235 |
Corporations or other businesses | 41 | $87,242,038 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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