Al Hewitt, Inc.

Al Hewitt, Inc. (CRD# 136546) is a financial advisory firm headquartered in Palmdale, CA. They manage $62,429,749 in 304 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $205,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Al Hewitt, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Alan E. Hewitt
CRD#: 2159947
1120 West Avenue M-4, Palmdale, CA 93551
96
Wealthminder
score

Alan Hewitt (CRD# 2159947) is an Investment Advisor Representative working at Al Hewitt, Inc. in Palmdale, CA and has over 23 years of experience in the finance industry. Alan Hewitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Maria L. Hewitt
CRD#: 2159800
1120 West Avenue M-4, Palmdale, CA 93551
96
Wealthminder
score

Maria Hewitt (CRD# 2159800) is an Investment Advisor Representative working at Al Hewitt, Inc. in Palmdale, CA and has over 24 years of experience in the finance industry. Maria Hewitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ali Mroue
CRD#: 5560467
400 Camarillo Ranch Road, Suite 102, Camarillo, CA 93012
93
Wealthminder
score

Ali Mroue (CRD# 5560467) is an Investment Advisor Representative working at Al Hewitt, Inc. in Camarillo, CA and has over 9 years of experience in the finance industry.

4
Matthew J. Truckner
CRD#: 5713283
1120 West Avenue M-4, Palmdale, CA 93551
93
Wealthminder
score

Matthew Truckner (CRD# 5713283) is an Investment Advisor Representative working at Al Hewitt, Inc. in Palmdale, CA and has over 8 years of experience in the finance industry.

5
Alan C. Hewitt
CRD#: 6248278
1120 West Avenue M-4, Palmdale, CA 93551
90
Wealthminder
score

Alan Hewitt (CRD# 6248278) is an Investment Advisor Representative working at Al Hewitt, Inc. in Palmdale, CA and has 1 year of experience in the finance industry. Alan Hewitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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