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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-28-2017
- Office Locations
- 1
Office Locations
About Hesen & Haslam
Hesen & Haslam is a Woodland Hills, CA advisory firm focused on retirement and holistic financial planning for individuals and families, including investment planning, tax and estate planning, and insurance/annuity guidance. Portfolios emphasize asset allocation and model portfolios using ETFs, index and mutual funds, with selective alternatives/real estate exposure. CFP-led team; primary custodian LPL Financial.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN O HASLAM
Financial Planner, Managing Member, Owner
- CRD
- #4531836
- Ownership
- 50% but less than 75%
MITCHELL HUTTO HESEN
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #1054400
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,994,596 | $388,356 |
| Non-Discretionary | $36,664,432 | $4,583,054 |
| Total | $283,659,028 | $440,464 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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