Craig
Vanhulzen
Van Hulzen Asset Management
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About this Advisor
Craig Vanhulzen is a financial advisor based in El Dorado Hills, California who has 22 years of relevant experience. Vanhulzen is an advisor for Van Hulzen Asset Management. During their career, Vanhulzen has held roles at Van Hulzen Asset Management and Bardin Financial Services. Vanhulzen holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Van Hulzen Asset Management is an advisory business based in El Dorado Hills, CA. It has offices in four locations and a total of 19 employees. It oversees $2 billion in total assets across its 2,222 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 26 charities and foundations. Of its 2,222 customer accounts, 21% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors usually are based on which services are provided. However, fees charged by Van Hulzen Asset Management can be comprised of any blend of asset-based, hourly, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Van Hulzen Asset Management Brokerage Details
$1,464,847,702
19
2,222
$659,247
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Craig Vanhulzen Work History
Craig has been registered as a financial advisor for 22 years.*
Van Hulzen Asset Management
Bardin Financial Services
*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 Craig Vanhulzen 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 Van Hulzen Asset Management
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
Shingle Springs, 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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