Gregory
Heller

Hcr Wealth Advisors

CRD#1460520
Investment Advisor
in Los Angeles, CA

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About this Advisor

Gregory Heller is a certified financial planner based out of Los Angeles, California who has 1 year of relevant experience. Heller works at Hcr Wealth Advisors. Their career trajectory has included roles at Investment Security Corporation, Heller Capital Resources Financial Insurance Services, Inc and Hcr Wealth Advisors, Inc. Heller holds a Series 63 license, certifying them as a securities broker, and can work in California. Hcr Wealth Advisors is a registered investment company that has its headquarters in Los Angeles, CA. It manages $1 billion in assets under management among its 2,807 accounts, placing it among the largest financial advisory firms in the United States 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 business performs a broad set of services, including 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 advice largely vary depending on the financial services. Fees billed by Hcr Wealth Advisors most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

Gregory Heller Work History

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

2019 - Present (5 years)

Hcr Wealth Advisors, Inc

2002 - Present (22 years)

Investment Security Corporation

1989 - 2018 (29 years)

Heller Capital Resources Financial Insurance Services, Inc

*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 Gregory Heller 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 Hanson
Los Angeles, CA
Jordan Kahn
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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