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Building 2HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.

Map pinSAN RAFAEL, CA
Phone415-259-3933
NotebookSEC #801-110476
Total AUM
$235.4M
Employees
2
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1010 B STREET
SUITE 250
SAN RAFAEL
CA 94901
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
415-259-3933

ReceiptFinancials

Total AUM
$235.4M
Accounts
215
Discretionary
$235.4M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$3.7M
HNW Individual Clients
50
AUM
$211.1M
Pension/Profit Sharing Plan Clients
5
AUM
$12M
Charitable Organization Clients
1
AUM
$8.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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