Hewins Financial Advisors

Is this your firm? Access your profile

business

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.

Trusted

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF





Firm Information


Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 7
Percentage of Advisors Trusted 44%
Minimum Investment $500,000
Average Client Balance $1,749,607
Total AUM $3.2 billion
Advisor / Client Ratio 1:33
Headquarters Milwaukee, WI
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

SEC data accurate as of 02/17/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use. Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



×