HC Financial Advisors is an investment advisor in Lafayette with $534.77 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
HC Financial Advisors Inc
SEC CIK
IRS number
680076633
SEC advisor number
801-26182
FINRA CRD number
110436
AUM ?
$534.77 mm
(as of 7 Feb 22)
Accounts
1,008
(as of 7 Feb 22)
Employees
10
(5 investment advisory or research)
Address
HC Financial Advisors
3685 MT DIABLO BLVD
#200
LAFAYETTE
CA 94549
3685 MT DIABLO BLVD
#200
LAFAYETTE
CA 94549
Phone
5102541023
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
28 Jul 21
13F-HR
Quarterly holdings report by institutional manager
21 Apr 21
13F-HR
Quarterly holdings report by institutional manager
26 Jan 21
13F-HR
Quarterly holdings report by institutional manager
30 Oct 20
13F-HR
Quarterly holdings report by institutional manager
28 Jul 20
13F-HR
Quarterly holdings report by institutional manager
8 Apr 20