Assets Under Management
$1.7B
Number of Clients
943
Number of Advisors
10
Average Client AUM
$1.8M
AUM per Advisor
$167.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
HCR Wealth Advisors offers investment supervisory services, individual portfolio management, and financial planning and consulting. They develop personalized investment policies and manage portfolios based on client objectives, risk tolerance, and liquidity needs. Financial planning covers personal, tax, investment, insurance, retirement, death & disability, and estate matters.
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024