Hcr Wealth Advisors

Hcr Wealth Advisors (CRD# 108676) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,197,891,359 in 2,496 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,198
    MILLION
  • Total Number of Accounts
    2,496
    ACCOUNTS
  • Average Account Value
    $479,924
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 pooled investment vehicles (other than investment companies)
  • 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
Jordan D. Hanson
CRD#: 6643084
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA 90024

Jordan Hanson (CRD# 6643084) 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.

2
Gregory S. Heller
CRD#: 1460520
11835 West Olympic Blvd, Suite 360, Los Angeles, CA 90064

Gregory Heller (CRD# 1460520) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 26 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.

3
David J. Hindler
CRD#: 3123405
11835 West Olympic Blvd, Suite 360, Los Angeles, CA 90065

David Hindler (CRD# 3123405) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 22 years of experience in the finance industry.

4
Jordan L. Kahn
CRD#: 4489366
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA 90024

Jordan Kahn (CRD# 4489366) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.

5
Michelle N. Katzen
CRD#: 5572969
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA 90024

Michelle Katzen (CRD# 5572969) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 12 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.

6
Shawn S. Landis
CRD#: 5394217
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA 90024

Shawn Landis (CRD# 5394217) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 13 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.

7
Steven J. Weinberger
CRD#: 3221929
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA 90024

Steven Weinberger (CRD# 3221929) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 22 years of experience in the finance industry.

8
Steven J. Campeas
CRD#: 2839565
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA 90024

Steven Campeas (CRD# 2839565) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.

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