Hoertkorn Richard Charles

Hoertkorn Richard Charles (CRD# 104649) is a financial advisory firm headquartered in Kentfield, CA. They manage $240,444,121 in 224 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1112 Sir Francis Drake Blvd., Kentfield, CA 94904
By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $1,073,411
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Hoertkorn Richard Charles
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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