CRD: 145096
Hutchinson & Ziegler Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 09-17-2007
- Office Locations
- 1
Office Locations
About Hutchinson & Ziegler Financial Advisors, Inc.
Hutchinson & Ziegler Financial Advisors is a family-run investment advisory firm founded in 2003 by Heather Hutchinson and Eric Ziegler, providing wealth management for individuals, families, small businesses, and nonprofit organizations. The firm builds diversified, asset-allocation portfolios using vehicles such as mutual funds and ETFs, including socially responsible options, and custodies client assets at Charles Schwab.
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Owner & Executives
HEATHER IRENE HUTCHINSON
Chief Compliance Officer, PRINCIPAL
- CRD
- #2695325
- Ownership
- 50% but less than 75%
ERIC JOSEPH ZIEGLER
Financial Advisor, PRINCIPAL
- CRD
- #2080367
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,382,907 | $1,094,804 |
| Non-Discretionary | $0 | -- |
| Total | $235,382,907 | $1,094,804 |
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Separately Managed Accounts
Total SMA Asset: $235,382,907
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,999,304,557 | 37.6% |
| Equity - Exchange | $3,142,888,286 | 39.4% |
| Cash | $1,834,680,979 | 23.0% |
| Total | $7,976,873,822 | 100.0% |