Team Hewins, LLC
Team Hewins, LLC (CRD# 291194) is a financial advisory firm headquartered in Redwood City, CA. They manage $2,501,851,603 in 1,729 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management2,502MILLION
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Total Number of Accounts1,729ACCOUNTS
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Average Account Value$1,446,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, IL, NY, OR, TX, WA, WI
Christopher Anderson (CRD# 6424019) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 9 years of experience in the finance industry.
John Bussel (CRD# 2838167) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 27 years of experience in the finance industry.
Derek France (CRD# 6844523) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 6 years of experience in the finance industry.
Rachael Grattan (CRD# 6722198) is an Investment Advisor Representative working at Team Hewins, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.
Philip Herzberg (CRD# 4635089) is an Investment Advisor Representative working at Team Hewins, LLC in Miami, FL and has over 19 years of experience in the finance industry.
Roger Hewins (CRD# 2205798) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 23 years of experience in the finance industry.
Patrice Hornung (CRD# 5638082) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 15 years of experience in the finance industry.
Carolyn Kelly (CRD# 5012748) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 17 years of experience in the finance industry.
Ka-tye Koo (CRD# 6289354) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 11 years of experience in the finance industry.
Clarice Nolet (CRD# 5514836) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 15 years of experience in the finance industry.