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 $176,947,362 assets under management, offering retirement planning & investment advisory services to 514 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 286235 |
SEC# | 801-110192 |
Assets Managed by Firm | $176,947,362 |
No. of Clients | 514 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 514 | $176,947,362 |
Individuals (other than high net worth individuals) | 191 | $44,399,998 |
High net worth individuals | 63 | $117,545,396 |
Pension and profit sharing plans | 4 | $15,001,968 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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