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Hatfield Insurance & Financial Services, Inc.

Hatfield Insurance & Financial Services, Inc.. CRD 169941

Hatfield Insurance & Financial Services, Inc. logo

CRD: 169941

Hatfield Insurance & Financial Services, Inc.

Burbank, CA, 91505
8189815050
$99.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
139 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
American Funds · Capital Group · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
VectorEagle eagle
Established Date
01-23-2014
Office Locations
1

Office Locations

2501 West Burbank Blvd Suite 207 Burbank CA

About Hatfield Insurance & Financial Services, Inc.

Hatfield Insurance & Financial Services, Inc. is an independent RIA (reorganized in 2014) providing objective investment and insurance services without product bias. The firm supports clients such as business owners, entrepreneurs, physicians, and retirees with financial planning, portfolio construction, and retirement and estate strategies using ETFs, index funds, and mutual funds; works with Charles Schwab & Co. as a custodian.

Team overview

48 AVG AGE
$99.2M AVG AUM / ADVISOR
$713.6K AVG AUM / CLIENT
12.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age

Insights

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Client Personas

Fusion Atlas delta Wave Vital

Custodian

Vertex prime Legacy value Focus

Investment Themes

Frontier Meridian

Investment Vehicles

Atlas Atlas

Services

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Technology

Foundation Alpha oak

Owner & Executives

E

ERIC DAVID HATFIELD

Chief Compliance Officer, Financial Services Professional, President

CRD
#4576562
Ownership
75% or more
(529) 241-2922
timber.vital@ridgecapital.com
in linkedin.com/in/alpha-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-04-2014
Category Assets AVG. Account size
Discretionary $0 $146,395
Non-Discretionary $99,190,124 --
Total $99,190,124 $146,395

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Separately Managed Accounts

Total SMA Asset: $99,190,124

$99.2M Total SMA
Public Funds:
12.7%
Cash:
17.8%
Corporate - Investment Grade:
21.6%
Equity - Exchange:
8.0%
Municipal Bonds:
23.9%
U.S. Government/Agency:
16.0%
Asset class Assets Assets %
Public Funds $792,981,804 12.7%
Cash $1,111,423,316 17.8%
Corporate - Investment Grade $1,348,693,462 21.6%
Equity - Exchange $499,516,097 8.0%
Municipal Bonds $1,492,304,340 23.9%
U.S. Government/Agency $999,032,193 16.0%
Total $6,243,951,212 100.0%

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