HCR Wealth Advisors is a fund manager in Los Angeles with $1.37 bn assets under management.
Company profile
Website
Employees
Location
Industry
SEC CIK
IRS number
954181883
SEC advisor number
801-56452
FINRA CRD number
108676
AUM ?
$1.50 bn
(as of 18 Jun 24)
Accounts
2,751
(as of 18 Jun 24)
Employees
17
(6 investment advisory or research)
Address
HCR Wealth Advisors
10866 WILSHIRE BLVD #1600
LOS ANGELES
CA 90024
10866 WILSHIRE BLVD #1600
LOS ANGELES
CA 90024
Phone
310-473-5454
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
HCR Wealth Advisors | $1.37 bn | |
CR Project | $2.33 mm | Real Estate Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Aug 24
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22