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Building 2HEWELL FINANCIAL GROUP, INC.

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Phone(530) 400-4851
NotebookSEC #801-131558
Total AUM
$334.4M
Employees
1
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(530) 400-4851

ReceiptFinancials

Total AUM
$334.4M
Accounts
743
Discretionary
$332.3M
Accounts
740
Non-Discretionary
$2.1M
Accounts
3

ContactClients

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Individual Clients
100
AUM
$47.3M
HNW Individual Clients
117
AUM
$285M
Pension/Profit Sharing Plan Clients
3
AUM
$2.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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