CRD: 169481
Hippocratic Financial Advisors
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-04-2013
- Office Locations
- 4
Office Locations
About Hippocratic Financial Advisors
Hippocratic Financial Advisors provides physician-specialized, fiduciary financial care for doctors from training through practice. Services span investment and retirement planning (401k/benefits), tax planning and preparation, insurance, legal support (estate/contract review/incorporation), and student loan repayment/forgiveness guidance with paperwork and servicer outreach. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RAVI DAVIS
Owner, President
- CRD
- #5677392
- Ownership
- 75% or more
GABRIEL BENJAMIN MANRIQUEZ
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Susan R Copeland
Founder
- CRD
- #6222877
Deron Dong
--
- CRD
- #5762028
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,008,823 | $139,215 |
| Non-Discretionary | $0 | -- |
| Total | $229,008,823 | $139,215 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing