CRD: 169941
Hatfield Insurance & Financial Services, Inc.
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- 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
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.
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Investment Themes
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Owner & Executives
ERIC DAVID HATFIELD
Chief Compliance Officer, Financial Services Professional, President
- CRD
- #4576562
- Ownership
- 75% or more
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| 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
| 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% |