$60.4M Total AUM
$60.4M Disc. AUM
-- 3Y CAGR
3 Employees
113 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-07-2019
- Office Locations
- 1
Office Locations
4532 Main Street Manchester Center VT
About HWC Financial
HWC Financial is a Manchester Center-based RIA. The firm has been operating for 7 years. Managing $60.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
-- AVG AGE
$30.2M AVG AUM / ADVISOR
$534.6K AVG AUM / CLIENT
4.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Asset Classes
Zenith signal Radial Harbor
Client Personas
Matrix
Investment Themes
Alpha vertex
Investment Vehicles
Pathway
Services
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Owner & Executives
KEVIN MICHAEL THEISSEN
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #3228847
- Ownership
- 75% or more
(367) 693-7145
prime.meridian@atlascapital.com
in linkedin.com/in/summit-frontier
Showing 1 of 1 owners & executives
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Z
Zachary Levine
--
- CRD
- #5585848
(751) 650-9264
bridge.harbor@legacycapital.com
in linkedin.com/in/focus-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,405,811 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,405,811 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,405,811
Public Funds:
38.5% Equity - Exchange:
20.6% Cash:
40.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,249,850,883 | 38.5% |
| Equity - Exchange | $1,203,816,316 | 20.6% |
| Cash | $2,390,101,327 | 40.9% |
| Total | $5,843,768,526 | 100.0% |