Christopher
Anderson
Team Hewins, LLC
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About this Advisor
Christopher Anderson is a financial advisor working in Redwood City, California with a total of 5 years of industry experience. Anderson is an employee of Team Hewins, LLC. Anderson has gained experience at Hewins Financial Advisors, LLC, San Jose State University, N/A, Team Hewins, LLC and Team Hewins. Anderson holds a Series 65 license, designating them as an investment advisor representative, and is registered to operate in California. Team Hewins, LLC is an advisory firm operating out of Redwood City, CA. The company has offices in three locations and a total of 23 advisors. It manages $2 billion in assets between its 1,547 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 1,547 customer accounts, 55% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Team Hewins, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees are based on the type of services offered. However, fee types billed by Team Hewins, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Team Hewins, LLC Brokerage Details
$2,173,718,910
23
1,547
$1,405,119
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Christopher Anderson Work History
Christopher has been registered as a financial advisor for 5 years.*
Team Hewins
Team Hewins, LLC
Hewins Financial Advisors, LLC
Hewins Financial Advisors, LLC
N/A
San Jose State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Team Hewins, LLC
Redwood City, CA
Boca Raton, FL
Boca Raton, FL
Redwood City, CA
Redwood City, CA
Redwood City, CA
Redwood City, CA
Redwood City, CA
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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