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Building 2HOERTKORN RICHARD CHARLES

Map pinKENTFIELD, CA
Phone415-482-8899
NotebookSEC #801-8374
Total AUM
$282.5M
Employees
2
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1112 SIR FRANCIS DRAKE BLVD.
KENTFIELD
CA 94904-1419
United States
Operating Hours
8:30 AM TO 4:00 PM
Monday - Friday
Phone
415-482-8899

ReceiptFinancials

Total AUM
$282.5M
Accounts
80
Discretionary
$282.5M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$9.7M
HNW Individual Clients
51
AUM
$203.5M
Pension/Profit Sharing Plan Clients
1
AUM
$15.6M
Charitable Organization Clients
1
AUM
$2.5M
Corporation or Business Clients
1
AUM
$51.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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