Nicole
Zetouna
Van Hulzen Asset Management
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About this Advisor
Nicole Zetouna is a financial advisor based out of El Dorado Hills, California who has 12 years of industry experience. Zetouna works at Van Hulzen Asset Management. Throughout their career, Zetouna has worked at Van Hulzen Asset Management, LLC and Wedbush Securities Inc. Zetouna maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in California. Van Hulzen Asset Management is a registered investment firm that has its headquarters in El Dorado Hills, CA. The company has offices in four locations and a total of 19 employees. It administers $2 billion in assets under management across its 2,222 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 26 charitable organizations. Of its 2,222 client accounts, 21% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors usually vary depending on which service is offered. However, fees charged by Van Hulzen Asset Management may include some combination 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
Nicole Zetouna Work History
Nicole has been registered as a financial advisor for 12 years.*
Van Hulzen Asset Management,LLC
Wedbush Securities 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 Nicole Zetouna 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
Shingle Springs, CA
El Dorado Hills, CA
El Dorado Hills, 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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