Hutchinson & Ziegler Financial Advisors, Inc.
● SEC registered since 2017CRD 145096SEC# 801-110476San Rafael, CA
Reg. AUM
$235.4M
Employees
2
Accounts
215
Location
San Rafael, CA
Hutchinson & Ziegler Financial Advisors, Inc. assets under management
Hutchinson & Ziegler Financial Advisors, Inc. is an SEC-registered investment adviser based in San Rafael, CA. The firm has been registered since 2017. It reports $235.4 million in regulatory assets under management and employs 2 people.
Hutchinson & Ziegler Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Joseph Ziegler Control | Principal | 50-75% | 2007 |
| Heather Irene Hutchinson Control | Principal And Chief Compliance Officer | 50-75% | 2003 |
Frequently asked questions
How much does Hutchinson & Ziegler Financial Advisors, Inc. manage?
Hutchinson & Ziegler Financial Advisors, Inc. reports $235.4 million in regulatory assets under management on its Form ADV.
How many employees does Hutchinson & Ziegler Financial Advisors, Inc. have?
Hutchinson & Ziegler Financial Advisors, Inc. reports 2 employees.
Where is Hutchinson & Ziegler Financial Advisors, Inc. located?
Hutchinson & Ziegler Financial Advisors, Inc. is based in San Rafael, CA and has been SEC-registered since 2017.
Does Hutchinson & Ziegler Financial Advisors, Inc. disclose fund performance?
Hutchinson & Ziegler Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1010 B Street, Suite 250, San Rafael, CA 94901 |
| Phone | 415-259-3933 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$235.4M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$235.4Mregulatory AUM
Discretionary $235.4M