| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cr Project | Real Estate | $2.3M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Sandor Heller Control | President | Over 75% | 1988 |
| Hayley Nicole Nelson | Chief Compliance Officer | Under 5% | 2024 |
| Jordan Lindsay Kahn Control | Chief Investment Officer | Under 5% | 2015 |
Hcr Wealth Advisors reports $1.7 billion in regulatory assets under management on its Form ADV.
Hcr Wealth Advisors manages 1 private funds with combined gross assets of $2.3 million.
Hcr Wealth Advisors reports 19 employees.
Hcr Wealth Advisors is based in Los Angeles, CA and has been SEC-registered since 1999.
Hcr Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10866 Wilshire Blvd., Suite 1600, Los Angeles, CA 90024 |
| Phone | 310-473-5445 |
| Fax | 310-473-5775 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1697715 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.68B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.68B |