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HCR WEALTH ADVISORS
LOS ANGELES, CA
310-473-5445
SEC #801-56452Total AUM
$2B
Employees
20Clients
941Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10866 WILSHIRE BLVD.
SUITE 1600
LOS ANGELES
CA 90024
United States
SUITE 1600
LOS ANGELES
CA 90024
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
310-473-5445
Other Offices
1
Financials
Total AUM
$2B
Accounts
3,191Discretionary
$2B
Accounts
3,191Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
517AUM
$146.4M
HNW Individual Clients
420AUM
$1.8B
Pooled Vehicle Clients
1AUM
$2.3M
Pension/Profit Sharing Plan Clients
1AUM
$1.9M
Charitable Organization Clients
1AUM
$5.2M
Corporation or Business Clients
1AUM
$53.5K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTFLILLAMDNVNYOHORPATXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.