David
Hindler

Hcr Wealth Advisors

CRD#3123405
Investment Advisor
in Los Angeles, CA

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About this Advisor

David Hindler is a financial advisor working out of Los Angeles, California with a total of 1 year of industry experience. Hindler is an advisor for Hcr Wealth Advisors. Over the course of their career, they have held roles at Investment Security Corporation, Heller Capital Resources, Hindler Financial Services, Inc, Brentwood Alliance Financial And Insurance Services, Inc and Hcr Wealth Advisors, Inc. Hindler holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Hcr Wealth Advisors is a firm operating out of Los Angeles, CA. It manages $1 billion in assets under management across its 2,807 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 2,807 client accounts, 51% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management usually are based on the services provided. However, fees charged by Hcr Wealth Advisors likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10866 Wilshire Blvd. Suite 1600
Los Angeles, CA 90024

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Hcr Wealth Advisors Brokerage Details

Total Assets Under Management

$1,374,499,224

CA Average: $7,578,581,321
Total Number of Employees

16

CA Average: 43
Total Number of Accounts

2,807

CA Average: 3,727
Average Account Size

$489,668

CA Average: $2,033,427

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

David Hindler Work History

David has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

Hcr Wealth Advisors, Inc

2018 - Present (6 years)

Heller Capital Resources

2008 - Present (16 years)

Brentwood Alliance Financial And Insurance Services, Inc

2005 - Present (19 years)

Hindler Financial Services, Inc

2002 - Present (22 years)

Investment Security Corporation

*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 David Hindler 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 Hcr Wealth Advisors

Michelle Katzen
Los Angeles, CA
Jordan Kahn
Los Angeles, CA
Jordan Hanson
Los Angeles, CA
Shawn Landis
Los Angeles, CA
David Hindler
Los Angeles, CA
Steven Weinberger
Los Angeles, CA
Gregory Heller
Los Angeles, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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