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HIPPOCRATIC FINANCIAL ADVISORS
HIPPOCRATIC FINANCIAL ADVISORS LLC
CRD 169481 · SEC 801-130237
30700 RUSSELL RANCH ROAD, SUITE 250, WESTLAKE VILLAGE, CA, 91362, United States
Phone
866-447-2380
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.0M
Discretionary AUM
$229.0M
Team
29 total employees; 5 advisory reps; 10 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; FINDER'S FEES
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 321 | $96.9M |
| High net worth individuals | 61 | $132.1M |
States served
AL, AZ, CA, IL, LA, NV, NY, PA, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD