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Building 2WIPFLI HEWINS INVESTMENT ADVISORS LLC

Map pinSAN MATEO, CA
Phone650-620-3040
NotebookSEC #801-57782
Total AUM
$1.6B
Employees
47
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 SOUTH EL CAMINO REAL
STE 800
SAN MATEO
CA 94402
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
650-620-3040

ReceiptFinancials

Total AUM
$1.6B
Accounts
2,318
Discretionary
$1.1B
Accounts
2,088
Non-Discretionary
$542.8M
Accounts
230

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TURNKEY ASSET MANAGEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMNMONETXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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