linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Team Hewins, LLC

Headquartered in REDWOOD CITY, CA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Team Hewins, LLC is a registered investment advisor based in Redwood City, California. The firm manages approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Their services encompass financial planning, portfolio management for individuals and businesses, and educational seminars. Team Hewins specializes in personalized financial guidance, tailoring solutions to meet the unique needs of each client.

Team Hewins, LLC

203 REDWOOD SHORES PARKWAY

REDWOOD CITY, CA 94065

$2.50B

Assets Under Management

1

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

TEAM HEWINS, LLC has a total of 4 branch locations across the country.
location

BOCA RATON, FL

location

Boca Raton, FL

location

REDWOOD CITY, CA

location

Miami, FL

Advisors at Team Hewins, LLC

View All 17 Advisors
Unclaimed
Carolyn Elizabeth Kelly

CFP®, RA

REDWOOD CITY, CA

View Profile
Unclaimed
John Matthew Bussel

RA

REDWOOD CITY, CA

View Profile
Unclaimed
Roger Colburn Hewins

RA

REDWOOD CITY, CA

View Profile
Unclaimed
Derek Joseph France

RA

REDWOOD CITY, CA

View Profile
Unclaimed
Thuong Thanh Thien

CFP®, RA

REDWOOD CITY, CA

View Profile
Unclaimed
Hoyt Drynan

RA

View Profile
Unclaimed
Christopher Ryan Anderson

RA

REDWOOD CITY, CA

View Profile
Unclaimed
Zachary Joseph Riera

CFP®, RA

REDWOOD CITY, CA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Team Hewins, LLC is right for you?

Disclosures

There are no public disclosures for Team Hewins, LLC.

Frequently Asked Questions (7)

Not sure if Team Hewins, LLC is right for you?