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VAN HULZEN FINANCIAL ADVISORS
EL DORADO HILLS, CA
(916) 608-4284
SEC #801-61884Total AUM
$2.1B
Employees
21Clients
1,499Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4370 TOWN CENTER BLVD.
SUITE 220
EL DORADO HILLS
CA 95762
United States
SUITE 220
EL DORADO HILLS
CA 95762
United States
Operating Hours
7:30 A.M. - 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
(916) 608-4284
Other Offices
2
Financials
Total AUM
$2.1B
Accounts
2,938Discretionary
$2.1B
Accounts
2,918Non-Discretionary
$17.2M
Accounts
20
Clients
Individual Clients
1,020AUM
$373.1M
HNW Individual Clients
369AUM
$1.4B
Pooled Vehicle Clients
1AUM
$224.7M
Pension/Profit Sharing Plan Clients
36AUM
$39.3M
Charitable Organization Clients
44AUM
$45.1M
Corporation or Business Clients
29AUM
$105.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES
Compliance
Disclosures
None reported
State Registrations
AZCACOFLHIIDILLANMNVNYORTXWA
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.