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Last updated: February 17th, 2020. Data source: SEC filings.
Hewins Financial Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 27 state(s) with a licensed staff of 56 advisors. Hewins Financial Advisors manages $3.2 billion and provides investment advisory services for 1,839 clients (1:33 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||44%|
|Average Client Balance||$1,749,607|
|Total AUM||$3.2 billion|
|Advisor / Client Ratio||1:33|
|SEC Filings||View SEC IAPD CRD #109983|
|State(s) Registered||AZ, CA, CO, DE, FL, GA, IL, IA, LA, MI, MN, MO, MT, NE, NV, NH, NJ, NY, NC, OH, OR, PA, TN, TX, VA, WA, WI|