Hoertkorn Richard Charles

Hoertkorn Richard Charles (CRD# 104649) is a financial advisory firm headquartered in Kentfield, CA. They manage $138,082,176 in 223 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $619,203
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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.

CA

Financial Advisors at Hoertkorn Richard Charles
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.