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).
Total Assets Under Management43MILLION
Total Number of Accounts350ACCOUNTS
Average Account Value$121,529
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Eric Hatfield (CRD# 4576562) is an Investment Advisor Representative working at Hatfield Insurance & Financial Services, Inc. in Sherman Oaks, CA and has over 15 years of experience in the finance industry.