Investment adviser · CRD 109972

WIPFLI HEWINS INVESTMENT ADVISORS LLC

Investment adviser filing (IA)

SAN MATEO, CA, United States · Form ADV filed May 23, 2013

Regulatory AUM
$1.64B
Form ADV · Item 5.F
Client accounts
2,318
Accounts, not individual clients
Employees
47
Reported in this filing
Advisory professionals
29
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: May 23, 2013. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

400 SOUTH EL CAMINO REAL, STE 800
SAN MATEO, CA, 94402, United States

CRD 109972

Filing source

Form ADV 738173 · May 23, 2013 · 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.