Hatfield Insurance & Financial Services, Inc.
Hatfield Insurance & Financial Services, Inc. (CRD# 169941) is a financial advisory firm headquartered in Burbank, CA. They manage $75,278,908 in 347 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Hatfield Insurance & Financial Services, Inc.
By the Numbers
-
Total Assets Under Management75MILLION
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Total Number of Accounts347ACCOUNTS
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Average Account Value$216,942
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Hatfield Insurance & Financial Services, Inc.
1
Eric Hatfield (CRD# 4576562) is an Investment Advisor Representative working at Hatfield Insurance & Financial Services, Inc. in Burbank, CA and has over 21 years of experience in the finance industry.
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