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Building 2HIPPOCRATIC FINANCIAL ADVISORS

Map pinWESTLAKE VILLAGE, CA
Phone866-447-2380
NotebookSEC #801-130237
Total AUM
$229M
Employees
29
Clients
382

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30700 RUSSELL RANCH ROAD
SUITE 250
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
NOT APPLICABLE -OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE -OFFICE VISITS BY APPOINTMENT ONLY
Phone
866-447-2380
Other Offices
3

ReceiptFinancials

Total AUM
$229M
Accounts
1,645
Discretionary
$229M
Accounts
1,645
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
321
AUM
$96.9M
HNW Individual Clients
61
AUM
$132.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINDER'S FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAILLANHNVNYPATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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