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VAN HULZEN FINANCIAL ADVISORS

4370 Town Center Blvd.
Suite 220
El Dorado Hills, California 95762
Tel: (916) 608-4284

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About VAN HULZEN FINANCIAL ADVISORS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#116632
SEC#801-61884
Assets Managed by Firm$1,993,819,811
No. of Clients2486
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Performance Based
  • Other (CONSULTING FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Other (CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total2486$1,993,819,811
Individuals (other than high net worth individuals)839$281,569,683
High net worth individuals284$1,203,568,875
Pension and profit sharing plans35$180,671,835
Charitable organizations28$40,978,235
Corporations or other businesses41$87,242,038

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