TEAM HEWINS, LLC - Financial Advisor in California, Redwood City

Tel: 650-620-3040 203 Redwood Shores Parkway Suite 550 Redwood City, California 94065

About TEAM HEWINS, LLC

TEAM HEWINS, LLC is a Redwood City, California based financial advisory firm with nearly $3,433,219,636 in assets under management and provides investment advisory services for 2030 clients. There are currently 26 financial advisors at the firm.

General Information

Firm CRD#:

291194

Firm SEC#:

801-112939

Assets Under Management:

$3,433,219,636

No. of Clients:

2030

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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