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HESEN & HASLAM

21031 Ventura Blvd
Ste #424
Woodland Hills, California 91364
Tel: 818-200-1107

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About HESEN & HASLAM

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.

Firm Information

SEC Current StatusApproved
Firm CRD#286235
SEC#801-110192
Assets Managed by Firm$193,893,510
No. of Clients612
No. of Advisors5

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
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total612$193,893,510
Individuals (other than high net worth individuals)200$45,410,348
High net worth individuals85$128,328,050
Pension and profit sharing plans6$20,155,112

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