Hcr Wealth Advisors

Hcr Wealth Advisors (CRD# 108676) is a financial advisory firm headquartered in Los Angeles, CA. They manage $916,562,269 in 3,056 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    917
    MILLION
  • Total Number of Accounts
    3,056
    ACCOUNTS
  • Average Account Value
    $299,922
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.

AZ, CA, CT, FL, GA, HI, LA, NJ, NY, OH, OR, TX, WA

Financial Advisors at Hcr Wealth Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Michelle N. Katzen
CRD#: 5572969
10866 Wishire Blvd., Suite 1600, Los Angeles, CA 90024
96
Wealthminder
score

Michelle Katzen (CRD# 5572969) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 9 years of experience in the finance industry. Michelle Katzen 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
Shawn S. Landis
CRD#: 5394217
10866 Wishire Blvd., Suite 1600, Los Angeles, CA 90024
96
Wealthminder
score

Shawn Landis (CRD# 5394217) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 10 years of experience in the finance industry. Shawn Landis 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
Carl D. Aschenbrenner
CRD#: 6394890
10866 Wishire Blvd., Suite 1600, Los Angeles, CA 90024
93
Wealthminder
score

Carl Aschenbrenner (CRD# 6394890) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 3 years of experience in the finance industry.

4
David J. Hindler
CRD#: 3123405
11835 West Olympic Blvd, Suite 360, Los Angeles, CA 90065
93
Wealthminder
score

David Hindler (CRD# 3123405) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 19 years of experience in the finance industry.

5
Matthew M. Jensen
CRD#: 6015469
10866 Wishire Blvd., Suite 1600, Los Angeles, CA 90024
93
Wealthminder
score

Matthew Jensen (CRD# 6015469) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 5 years of experience in the finance industry.

6
Jordan D. Hanson
CRD#: 6643084
10866 Wishire Blvd., Suite 1600, Los Angeles, CA 90024
88
Wealthminder
score

Jordan Hanson (CRD# 6643084) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 2 years of experience in the finance industry.

7
Gregory S. Heller
CRD#: 1460520
11835 West Olympic Blvd, Suite 360, Los Angeles, CA 90064
86
Wealthminder
score

Gregory Heller (CRD# 1460520) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 23 years of experience in the finance industry. Gregory Heller 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.

8
Steven J. Weinberger
CRD#: 3221929
11835 West Olympic Blvd, Suite 360, Los Angeles, CA 90065
86
Wealthminder
score

Steven Weinberger (CRD# 3221929) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 18 years of experience in the finance industry. Steven Weinberger 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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