Team Hewins is an investment advisor in Redwood City with $2.17 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
844376615
SEC advisor number
801-112939
FINRA CRD number
291194
AUM ?
$2.50 bn
(as of 28 Feb 24)
Accounts
1,729
(as of 28 Feb 24)
Employees
23
(13 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23