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HATFIELD INSURANCE & FINANCIAL SERVICES, INC.
HATFIELD INSURANCE & FINANCIAL SERVICES, INC.
SHERMAN OAKS, California
·
1 registered advisor
·
CRD# 169941
SEC# 801-79041
818-981-5050
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 Planning
Investment Management
Wealth Management
04
Advisors at HATFIELD INSURANCE & FINANCIAL SERVICES, INC.
1 registered advisor
Eric David Hatfield
SHERMAN OAKS, California
CRD# 4576562
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
.