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TEAM HEWINS, LLC
FOSTER CITY, CA
650-620-3040
SEC #801-112939Total AUM
$4B
Employees
29Clients
576Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
950 TOWER LANE
SUITE 1050
FOSTER CITY
CA 94404
United States
SUITE 1050
FOSTER CITY
CA 94404
United States
Operating Hours
MONDAY - THURSDAY 7:30 AM - 4:30 PM, FRIDAY 7:30 AM - 4 PM
Monday - Friday
Monday - Friday
Phone
650-620-3040
Other Offices
2
Financials
Total AUM
$4B
Accounts
2,260Discretionary
$2B
Accounts
2,225Non-Discretionary
$2B
Accounts
35
Clients
Individual Clients
247AUM
$130.3M
HNW Individual Clients
304AUM
$2.3B
Pension/Profit Sharing Plan Clients
9AUM
$57.7M
Charitable Organization Clients
8AUM
$141M
Government Entity Clients
2AUM
$567.6M
Corporation or Business Clients
6AUM
$760.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLILLANENYORTXWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.