HCR WEALTH ADVISORS

10866 Wilshire Blvd.
Suite 1600
Los Angeles, California 90024
Tel: 310-473-5445

About HCR WEALTH ADVISORS

HCR WEALTH ADVISORS, formally registered with the SEC as HCR WEALTH ADVISORS. The firm was established in 04/16/1999. They have over 1 offices throughout the country.

HCR WEALTH ADVISORS is a Los Angeles, California based Financial Planning firm with nearly $1,504,064,085 assets under management, offering retirement planning & investment advisory services to 2751 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108676
SEC#	801-56452
Assets Managed by Firm	$1,504,064,085
No. of Clients	2751
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2751	$1,504,064,085
Individuals (other than high net worth individuals)	559	$137,789,506
High net worth individuals	395	$1,359,460,334
Charitable organizations	Fewer than 5 clients	$4,268,399
Corporations or other businesses	Fewer than 5 clients	$216,258

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