Be advised. This firm is no longer registered.

Hc Financial Advisors Inc.

Hc Financial Advisors Inc. (CRD# 110436) is a financial advisory firm headquartered in Lafayette, CA. They manage $534,768,166 in 1,008 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
https://www.linkedin.com/company/hc-financial-advisors-inc-/about/
By the Numbers
  • Total Assets Under Management
    535
    MILLION
  • Total Number of Accounts
    1,008
    ACCOUNTS
  • Average Account Value
    $530,524
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, NY, OR, TX

Financial Advisors at Hc Financial Advisors Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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