Christopher
Hurtado
Seven Post Investment Office Lp
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About this Advisor
Christopher Hurtado is a financial advisor who works in San Francisco, California with 5 years of industry experience. Hurtado is currently employed by Seven Post Investment Office Lp. Their career trajectory has included roles at Seven Post Investment Office Lp, Cooley Llp, Coblentz Patch Duffy & Bass Llp and Paul Weiss Rifkind Wharton & Garrison Llp. Hurtado has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in California. Seven Post Investment Office Lp is a registered investment business that has its headquarters in San Francisco, CA. It handles $7 billion in assets under management across its 212 client accounts, making it one of the largest firms in the nation by assets under management. Of its 212 client accounts, 88% are associated with high-net-worth investors who have greater than $1 million in assets. Seven Post Investment Office Lp offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Seven Post Investment Office Lp may include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seven Post Investment Office Lp Brokerage Details
$6,745,239,228
21
212
$31,817,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Christopher Hurtado Work History
Christopher has been registered as a financial advisor for 5 years.*
Seven Post Investment Office Lp
Cooley Llp
Coblentz Patch Duffy & Bass Llp
Paul Weiss Rifkind Wharton & Garrison Llp
*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 Hurtado 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 Seven Post Investment Office Lp
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, 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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