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HESEN & HASLAM
HESEN & HASLAM, LLC
CRD 286235 · SEC 801-110192
21031 VENTURA BLVD, STE #424, WOODLAND HILLS, CA, 91364, United States
Phone
818-200-1107
Fax
866-602-5006
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$283.7M
Discretionary AUM
$247.0M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 196 | $90.5M |
| High net worth individuals | 65 | $156.5M |
| Pension/profit sharing plans | 8 | $36.7M |
States served
AZ, CA, ID, LA, NV, OR, UT, TX
All web addresses on file
- https://www.youtube.com/channel/UC2XOlKhbTszdDfFGo7j0Rww
- https://www.linkedin.com/in/mitchell-h-hesen
- https://www.linkedin.com/in/ryanhaslam
- HTTPS://WWW.FACEBOOK.COM/HHRETIREMENT
- HTTP://WWW.HHRETIREMENT.COM
- HTTP://HESEN-HASLAM.COM
- HTTPS://TWITTER.COM/HHRETIREMENT
- HTTPS://WWW.LINKEDIN.COM/COMPANY/HESEN-&-HASLAM-THE-RETIREMENT-INCOME-SPECIALISTS/
Official SEC filing: View on IAPD