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Hewell Financial Group, Inc.

● SEC registered since 2024CRD 333535SEC# 801-131558
Export (members)
Reg. AUM
$285.6M
Employees
1
Accounts
720
Location
—

Hewell Financial Group, Inc. assets under management

Hewell Financial Group, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $285.6 million in regulatory assets under management and employs 1 people.
www.hewellfinancial.comView on SEC.gov ↗

Hewell Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kaitlin Marie Hewell ControlPresident/CcoOver 75%2012

Frequently asked questions

How much does Hewell Financial Group, Inc. manage?

Hewell Financial Group, Inc. reports $285.6 million in regulatory assets under management on its Form ADV.

How many employees does Hewell Financial Group, Inc. have?

Hewell Financial Group, Inc. reports 1 employees.

Does Hewell Financial Group, Inc. disclose fund performance?

Hewell Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(530) 400-4851
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$285.6M
Non-discretionary$0
Total (RAUM)$285.6M