Hewins Financial Advisors Review

Trust Score 95%
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Last updated: June 26th, 2019. Data source: SEC filings.

Hewins Financial Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 47 advisors. Hewins Financial Advisors manages $3.2 billion and provides investment advisory services for 1,789 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,794,588
Hybrid Advisor Yes
Disciplinary History No
Total AUM $3.2 billion
Advisor / Client Ratio 1:39
Headquarters Milwaukee, WI
SEC Filings Forms and Brochures    (CRD # 109983)
State(s) Registered AZ, CA, CO, DE, FL, IL, IA, LA, MI, MN, MO, MT, NE, NV, NH, NJ, NY, NC, OH, OR, PA, TN, TX, VA, WA, WI

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