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TEAM HEWINS, LLC
TEAM HEWINS, LLC
REDWOOD CITY, California
·
9 registered advisors
·
CRD# 291194
SEC# 801-112939
2
650-620-3040
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 TEAM HEWINS, LLC
9 registered advisors
John Matthew Bussel
REDWOOD CITY, California
CRD# 2838167
Karl Arthur Schwartz
REDWOOD CITY, California
CRD# 5643662
Ka-Tye Koo
REDWOOD CITY, California
CRD# 6289354
Martha Roberts Post
REDWOOD CITY, California
CRD# 2719987
Michelle Lyn Eldridge
REDWOOD CITY, California
CRD# 2696932
Mikhael Balachov
REDWOOD CITY, California
CRD# 7083189
Patrice Margaret Cresci Hornung
REDWOOD CITY, California
CRD# 5638082
Roger Colburn Hewins
REDWOOD CITY, California
CRD# 2205798
Thuong Thanh Thien
REDWOOD CITY, California
CRD# 5257407
05
Office Locations
REDWOOD CITY, California
9 advisors
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Data sourced from SEC Form ADV filings. TEAM HEWINS, LLC (CRD# 291194) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.