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).

Current Firm Details
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065
https://www.facebook.com/teamhewins/
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 11 - 17 of 17 top financial advisors.
11
Martha Post, financial advisor Redwood City CA
Martha R. Post
CRD#: 2719987
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Martha Post (CRD# 2719987) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has 1 year of experience in the finance industry.

12
Zachary Riera, financial advisor Redwood City CA
Zachary J. Riera
CRD#: 6438792
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Zachary Riera (CRD# 6438792) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 8 years of experience in the finance industry.

13
Karl Schwartz, financial advisor Boca Raton FL
Karl A. Schwartz
CRD#: 5643662
2255 Glades Road, Suite 226-a, Boca Raton, FL 33431

Karl Schwartz (CRD# 5643662) is an Investment Advisor Representative working at Team Hewins, LLC in Boca Raton, FL and has over 15 years of experience in the finance industry.

14
Thuong Thien, financial advisor Redwood City CA
Thuong T. Thien
CRD#: 5257407
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Thuong Thien (CRD# 5257407) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 14 years of experience in the finance industry.

15
Mikhael Balachov, financial advisor Redwood City CA
Mikhael Balachov
CRD#: 7083189
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Mikhael Balachov (CRD# 7083189) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 2 years of experience in the finance industry.

16
Alireza Hosseinlar, financial advisor Redwood City CA
Alireza Hosseinlar
CRD#: 7356120
203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065

Alireza Hosseinlar (CRD# 7356120) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has 1 year of experience in the finance industry.

17
Shelby Miller, financial advisor Boca Raton FL
Shelby G. Miller
CRD#: 6201117
2255 Glades Road Suite, Suite 226a, Boca Raton, FL 33431

Shelby Miller (CRD# 6201117) is an Investment Advisor Representative working at Team Hewins, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

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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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