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Kristin Hetzer

ROYAL PALMS CAPITAL, LLC·ROLLING HILLS EST., California
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501 DEEP VALLEY DRIVE, ROLLING HILLS EST., CA 90274CRD# 1098705Firm CRD# 135304
01

About

Kristin Hetzer is a registered financial advisor based in ROLLING HILLS EST., California, affiliated with ROYAL PALMS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROYAL PALMS CAPITAL, LLC
ROYAL PALMS CAPITAL, LLC
AUM
$58M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ROYAL PALMS CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1098705
Firm CRD# 135304
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristin Hetzer offer?
Kristin Hetzer specializes in Financial Planning, Investment Management. Contact their office in ROLLING HILLS EST., California for a consultation.
What are Kristin Hetzer's credentials?
Kristin Hetzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristin Hetzer located?
Kristin Hetzer is based in ROLLING HILLS EST., California, working with ROYAL PALMS CAPITAL, LLC. Their office serves clients in the ROLLING HILLS EST. metropolitan area and surrounding communities.
How does Kristin Hetzer charge for services?
Kristin Hetzer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROYAL PALMS CAPITAL, LLC?
ROYAL PALMS CAPITAL, LLC has approximately 1 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROLLING HILLS EST.
Charles Nuzum Penny — ROYAL PALMS CAPITAL, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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