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Hutchinson & Ziegler Financial Advisors, Inc.

● SEC registered since 2017CRD 145096SEC# 801-110476Novato, CA
Export (members)
Reg. AUM
$201.5M
Employees
2
Accounts
223
Location
Novato, CA

Hutchinson & Ziegler Financial Advisors, Inc. assets under management

Hutchinson & Ziegler Financial Advisors, Inc. is an SEC-registered investment adviser based in Novato, CA. The firm has been registered since 2017. It reports $201.5 million in regulatory assets under management and employs 2 people.
www.hzadvisors.comView on SEC.gov ↗

Hutchinson & Ziegler Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Eric Joseph Ziegler ControlPrincipal50-75%2007
Heather Irene Hutchinson ControlPrincipal And Chief Compliance Officer50-75%2003

Frequently asked questions

How much does Hutchinson & Ziegler Financial Advisors, Inc. manage?

Hutchinson & Ziegler Financial Advisors, Inc. reports $201.5 million in regulatory assets under management on its Form ADV.

How many employees does Hutchinson & Ziegler Financial Advisors, Inc. have?

Hutchinson & Ziegler Financial Advisors, Inc. reports 2 employees.

Where is Hutchinson & Ziegler Financial Advisors, Inc. located?

Hutchinson & Ziegler Financial Advisors, Inc. is based in Novato, CA and has been SEC-registered since 2017.

Does Hutchinson & Ziegler Financial Advisors, Inc. disclose fund performance?

Hutchinson & Ziegler Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Professional Center Drive, Suite 114, Novato, CA 94947
Phone415-259-3933
Office hours8:30 a.m.-5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$201.5M
Non-discretionary$0
Total (RAUM)$201.5M