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Building 2HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.

Map pinSAN RAFAEL, CA
Phone415-259-3933
NotebookSEC #801-68337
Total AUM
$43.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1010 B STREET, SUITE 325
SAN RAFAEL
CA 94901
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
415-259-3933

ReceiptFinancials

Total AUM
$43.4M
Accounts
190
Discretionary
$38.9M
Accounts
180
Non-Discretionary
$4.5M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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