TEAM Hewins LLC
Legal Name: TEAM HEWINS, LLC
Full Contact Details
TEAM Hewins LLC
203 REDWOOD SHORES PARKWAY, SUITE 550, REDWOOD CITY, CA
650-620-3040
650-372-0813
Other Info
TEAM Hewins LLC, officially known as TEAM HEWINS, is a DE Limited Liability Company that employs 20 individuals with 13 of them being advisors. Despite having a relatively small workforce and serving only one client, the firm has been granted an approved SEC status, as listed on April 20, 2018.
Your Guide to Financial Wellbeing | Team Hewins
We are fee-only financial advisors who help guide you to financial wellbeing. We'll work with you side-by-side to help you realize your goals.
Direct Owners
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JOHN MATTHEW BUSSEL
CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%
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MARTHA ROBERTS POST
CHIEF OPERATING OFFICER owns more than 5% but less than 10%
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MICHELLE LYN ELDRIDGE
CHIEF COMPLIANCE OFFICER owns less than 5%
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MIKHAEL BALACHOV
PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS owns more than 5% but less than 10%
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ROGER COLBURN HEWINS
PRESIDENT/CEO owns 75% or more