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Home > Retirement Planners > california > woodland hills > HESEN & HASLAM
HESEN & HASLAM
21031 Ventura Blvd
Ste #424
Woodland Hills, California 91364
Tel: 818-200-1107
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 Status | Approved |
|---|---|
| Firm CRD# | 286235 |
| SEC# | 801-110192 |
| Assets Managed by Firm | $193,893,510 |
| No. of Clients | 612 |
| No. of Advisors | 5 |
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 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 |
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