HCR Wealth Advisors Review

Trust Score 92%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

HCR Wealth Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 9 advisors. HCR Wealth Advisors manages $937.6 million and provides investment advisory services for 789 clients (1:88 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $1,188,284
Hybrid Advisor No
Disciplinary History No
Total AUM $937.6 million
Advisor / Client Ratio 1:88
Headquarters Los Angeles, CA
SEC Filings Forms and Brochures    (CRD # 108676)
State(s) Registered AZ, CA, CT, FL, GA, HI, LA, NJ, NY, OH, OR, TX, WA

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