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HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
CRD 145096 · SEC 801-110476
1010 B STREET, SUITE 250, SAN RAFAEL, CA, 94901, United States
Phone
415-259-3933
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$235.4M
Discretionary AUM
$235.4M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.7M |
| High net worth individuals | 50 | $211.1M |
| Pension/profit sharing plans | 5 | $12.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD