HCR Wealth Advisors
Legal Name: HCR WEALTH ADVISORS
Full Contact Details
HCR Wealth Advisors
10866 WISHIRE BLVD., SUITE 1600, LOS ANGELES, CA
310-473-5445
310-473-5775
Other Info
HCR Wealth Advisors is legally known as HCR WEALTH ADVISORS. It is a CA Corporation. This firm has 17 employees, of which 9 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 16, 1999.
HCR Wealth Advisors
Toggle navigation About Us Our Philosophy Our Client Relationship is Unique Who We Are What We Do Why Us? Why Us? Why We’re Different How We Work How We Work Investment Strategy Partners Commentary Contact Us HCR, founded in 1988, is a wealth management firm dedicated to providing financial and in…
Direct Owners
-
GREGORY SANDOR HELLER
PRESIDENT owns 75% or more
-
SAM SUEBPONG PUATHASNANON
CHIEF COMPLIANCE OFFICER owns less than 5%
-
STEVEN JEFF WEINBERGER
SENIOR MANAGING DIRECTOR owns less than 5%
Auditors
-
ALVAREZ AND ASSOCIATES, INC.
United States
Firms Located Nearby
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- Triton Pacific Adviser LLC
- CBRE Global Investors LLC
- Aurora Management Partners LLC
- Ares Capital Management LLC
- REMY Investors & Consultants Incorporated
- Victus Captial Wealth LLC
- Causeway Capital Management LLC
- Bristlecone Value Partners LLC
Top Holdings
- Apple Inc $47,274k
- VANGUARD WHITEHALL FDS INC $32,401k
- VANGUARD INDEX FDS GROWTH ETF $31,945k
- PIMCO ETF TR $17,884k
- ProShares Trust Short S&P500 $8,879k
- MICROSOFT CORP $7,940k
- VISA INC COM CL A $6,833k
- PROCTER & GAMBLE CO $5,535k
- JPMORGAN CHASE & CO $5,343k
- STARBUCKS CORP $4,824k