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Richard Charles Hoertkorn

HOERTKORN RICHARD CHARLES·KENTFIELD, California
Clean recordHOERTKORN RICHARD CHARLES
1112 SIR FRANCIS DRAKE BLVD., KENTFIELD, CA 94904-1419CRD# 4342667Firm CRD# 104649

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Charles Hoertkorn · KENTFIELD, CA
Registration
CRD #4342667 · HOERTKORN RICHARD CHARLES
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Charles Hoertkorn is a registered financial advisor based in KENTFIELD, California, affiliated with HOERTKORN RICHARD CHARLES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HOERTKORN RICHARD CHARLES
HOERTKORN RICHARD CHARLES
AUM
$240M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HOERTKORN RICHARD CHARLES →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4342667
Firm CRD# 104649
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Charles Hoertkorn offer?
Richard Charles Hoertkorn specializes in Investment Management, Wealth Management. Contact their office in KENTFIELD, California for a consultation.
What are Richard Charles Hoertkorn's credentials?
Richard Charles Hoertkorn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Charles Hoertkorn located?
Richard Charles Hoertkorn is based in KENTFIELD, California, working with HOERTKORN RICHARD CHARLES. Their office serves clients in the KENTFIELD metropolitan area and surrounding communities.
How does Richard Charles Hoertkorn charge for services?
Richard Charles Hoertkorn's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOERTKORN RICHARD CHARLES?
HOERTKORN RICHARD CHARLES has approximately 2 employees and manages $240M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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