21031 Ventura Blvd
Ste #424
Woodland Hills, California 91364
Tel: 818-200-1107
HESEN & HASLAM, formally registered with the SEC as HESEN & HASLAM. The firm was established in 03/28/2017. They have over 1 offices throughout the country.
HESEN & HASLAM is a Woodland Hills, California based Financial Planning firm with nearly $193,893,510 assets under management, offering retirement planning & investment advisory services to 612 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 286235 |
SEC# | 801-110192 |
Assets Managed by Firm | $193,893,510 |
No. of Clients | 612 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 612 | $193,893,510 |
Individuals (other than high net worth individuals) | 200 | $45,410,348 |
High net worth individuals | 85 | $128,328,050 |
Pension and profit sharing plans | 6 | $20,155,112 |
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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