Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > kentfield > HOERTKORN RICHARD CHARLES
HOERTKORN RICHARD CHARLES
1112 Sir Francis Drake Blvd.
Kentfield, California 94904-1419
Tel: 415-482-8899
About HOERTKORN RICHARD CHARLES
HOERTKORN RICHARD CHARLES, formally registered with the SEC as HOERTKORN RICHARD CHARLES. The firm was established in 02/03/1972. They have over 1 offices throughout the country.
HOERTKORN RICHARD CHARLES is a Kentfield, California based Financial Planning firm with nearly $240,444,121 assets under management, offering retirement planning & investment advisory services to 224 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104649 |
| SEC# | 801-8374 |
| Assets Managed by Firm | $240,444,121 |
| No. of Clients | 224 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 224 | $240,444,121 |
| Individuals (other than high net worth individuals) | 29 | $8,522,589 |
| High net worth individuals | 56 | $184,154,750 |
| Pension and profit sharing plans | Fewer than 5 clients | $11,943,242 |
| Charitable organizations | Fewer than 5 clients | $1,823,573 |
| Corporations or other businesses | Fewer than 5 clients | $33,999,967 |
More Retirement Planning firms in Kentfield, California:
| 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 |
Explore More Retirement Advisors in Kentfield, California