AdvisorOS Directory
Claim Profile
RS

Rachel Wilson Stock

HGGC, LLC·PALO ALTO, California
Unclaimed Profile
1950 UNIVERSITY AVENUE, PALO ALTO, CA 94303CRD# 7938122Firm CRD# 145684
01

About

Rachel Wilson Stock is a registered financial advisor based in PALO ALTO, California, affiliated with HGGC, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HGGC, LLC
HGGC, LLC
AUM
$8.1B
Regulatory assets under management
Employees
49
Total firm employees
View all advisors at HGGC, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7938122
Firm CRD# 145684
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PALO ALTO?

Browse all registered financial advisors in PALO ALTO, California or claim this profile if it's yours.

Browse PALO ALTO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rachel Wilson Stock offer?
Rachel Wilson Stock specializes in Retirement Planning. Contact their office in PALO ALTO, California for a consultation.
What are Rachel Wilson Stock's credentials?
Rachel Wilson Stock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Wilson Stock located?
Rachel Wilson Stock is based in PALO ALTO, California, working with HGGC, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Rachel Wilson Stock charge for services?
Rachel Wilson Stock's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HGGC, LLC?
HGGC, LLC has approximately 49 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PALO ALTO
Curtis K Myers — RED ROCK VENTURE MANAGEMENT, INC.Laura Brege — RED ROCK VENTURE MANAGEMENT, INC.Peter Dumanian — RED ROCK VENTURE MANAGEMENT, INC.Laura Gwosden — RED ROCK VENTURE MANAGEMENT, INC.Robert J. Todd — RED ROCK VENTURE MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile