Allocator Index · CRD 108676

HCR WEALTH ADVISORS

Los Angeles, CA · 310-473-5445 · youtube.com/channel/ucfcozqn3xrlqgkbzyryshva

SEC IAPD record ↗

Fit score

90

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

420

Other individuals

517

HNW assets

$1.8B

Total AUM

$1.96B

Employees

20

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
CR PROJECTReal Estate Fund$2.3M