Hatfield Insurance & Financial Services, Inc.

Hatfield Insurance & Financial Services, Inc. (CRD# 169941) is a financial advisory firm headquartered in Sherman Oaks, CA. They manage $42,535,046 in 350 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.


Financial Advisors at Hatfield Insurance & Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
Eric D. Hatfield
CRD#: 4576562
13949 Ventura Boulevard, Suite 330, Sherman Oaks, CA 91423

Eric Hatfield (CRD# 4576562) is an Investment Advisor Representative working at Hatfield Insurance & Financial Services, Inc. in Sherman Oaks, CA and has over 13 years of experience in the finance industry.

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