Team Hewins, LLC

Team Hewins, LLC (CRD# 291194) is a financial advisory firm headquartered in Redwood City, CA. They manage $2,501,851,603 in 1,729 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,502
    MILLION
  • Total Number of Accounts
    1,729
    ACCOUNTS
  • Average Account Value
    $1,446,993
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, NY, OR, TX, WA, WI

Financial Advisors at Team Hewins, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Christopher R. Anderson
CRD#: 6424019
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Christopher Anderson (CRD# 6424019) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 9 years of experience in the finance industry.

2
John M. Bussel
CRD#: 2838167
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

John Bussel (CRD# 2838167) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 27 years of experience in the finance industry.

3
Derek J. France
CRD#: 6844523
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Derek France (CRD# 6844523) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 6 years of experience in the finance industry.

4
Rachael C. Grattan
CRD#: 6722198
2255 Glades Road, Suite 226-a, Boca Raton, FL 33431

Rachael Grattan (CRD# 6722198) is an Investment Advisor Representative working at Team Hewins, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

5
Philip Herzberg
CRD#: 4635089
4400 Biscayne Blvd Suite 514, Miami, FL 33137

Philip Herzberg (CRD# 4635089) is an Investment Advisor Representative working at Team Hewins, LLC in Miami, FL and has over 19 years of experience in the finance industry.

6
Roger C. Hewins
CRD#: 2205798
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Roger Hewins (CRD# 2205798) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 23 years of experience in the finance industry.

7
Patrice M. Hornung
CRD#: 5638082
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Patrice Hornung (CRD# 5638082) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 15 years of experience in the finance industry.

8
Carolyn E. Kelly
CRD#: 5012748
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Carolyn Kelly (CRD# 5012748) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 17 years of experience in the finance industry.

9
Ka-tye Koo
CRD#: 6289354
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Ka-tye Koo (CRD# 6289354) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 10 years of experience in the finance industry.

10
Clarice M. Nolet
CRD#: 5514836
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Clarice Nolet (CRD# 5514836) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 15 years of experience in the finance industry.

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