Hggc, LLC
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Overview
Hggc, LLC operates as a financial advisory firm based in Palo Alto, California. It administers $7.5 billion in assets across 25 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). It has an average-sized team, including 51 financial advisors. Hggc, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like equities, bonds and options.
Hggc, LLC administers all of its accounts on a discretionary basis. Discretionary management signifies that transaction choices for the client's account are made by an investment advisor without requiring client approval. The investment advisory firm supervises an average of $300.9 million for every client account. The typical financial advisor at Hggc, LLC oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
Hggc, LLC's central office is located at 1950 University Avenue, Palo Alto, California 94303. It is allowed to provide services to clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hggc, LLC by the Numbers
$7.5 billion
51
25
$300.9 million
Fee Structure
Fees for financial management typically vary depending on which service is provided. However, fees billed by Hggc, LLC can be comprised of some combination of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 25 clients, Hggc, LLC's largest client type is pooled investment vehicles. About 88% of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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