Investment adviser · CRD 169941

HATFIELD INSURANCE & FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

SHERMAN OAKS, CA, United States · Form ADV filed Jun 4, 2014

Regulatory AUM
$31.5M
Form ADV · Item 5.F
Client accounts
215
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 4, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

13949 VENTURA BOULEVARD, SUITE 330
SHERMAN OAKS, CA, 91423, United States

CRD 169941

Filing source

Form ADV 828235 · Jun 4, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.