TEAM HEWINS, LLC

203 Redwood Shores Parkway
Suite 550
Redwood City, California 94065
Tel: 650-620-3040

About TEAM HEWINS, LLC

TEAM HEWINS, LLC, formally registered with the SEC as TEAM HEWINS, LLC. The firm was established in 04/20/2018. They have over 3 offices throughout the country.

TEAM HEWINS, LLC is a Redwood City, California based Financial Planning firm with nearly $3,433,219,636 assets under management, offering retirement planning & investment advisory services to 2030 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291194
SEC#	801-112939
Assets Managed by Firm	$3,433,219,636
No. of Clients	2030
No. of Advisors	26

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 businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2030	$3,433,219,636
Individuals (other than high net worth individuals)	218	$79,031,250
High net worth individuals	290	$2,000,354,936
Pension and profit sharing plans	8	$56,618,678
Charitable organizations	7	$127,764,811
Corporations or other businesses	6	$667,689,778

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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