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VAN HULZEN FINANCIAL ADVISORS
VAN HULZEN ASSET MANAGEMENT, LLC
CRD 116632 · SEC 801-61884
4370 TOWN CENTER BLVD., SUITE 220, EL DORADO HILLS, CA, 95762, United States
Phone
(916) 608-4284
Fax
(916) 608-4296
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.14B
Discretionary AUM
$2.13B
Team
21 total employees; 16 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1020 | $373.1M |
| High net worth individuals | 369 | $1.36B |
| Pooled investment vehicles | 1 | $224.7M |
| Pension/profit sharing plans | 36 | $39.3M |
| Charitable organizations | 44 | $45.1M |
| Corporations/business entities | 29 | $105.1M |
States served
AZ, CA, CO, ID, IL, LA, NV, NM, NY, OR, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD