HATFIELD INSURANCE & FINANCIAL SERVICES, INC.

SHERMAN OAKS, California·1 registered advisor·CRD# 169941
SEC# 801-79041818-981-5050
01

Firm Overview

AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HATFIELD INSURANCE & FINANCIAL SERVICES, INC.

1 registered advisor
Eric David Hatfield
SHERMAN OAKS, California
05

Office Locations

SHERMAN OAKS, California
1 advisor

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Data sourced from SEC Form ADV filings. HATFIELD INSURANCE & FINANCIAL SERVICES, INC. (CRD# 169941) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.