Sean
Borchardt
Van Hulzen Asset Management
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About this Advisor
Sean Borchardt is a financial advisor who works in El Dorado Hills, California with a total of 12 years of industry experience. Borchardt is on the advisory team at Van Hulzen Asset Management. They have spent their complete time as a financial advisor at Van Hulzen Asset Management. Borchardt has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Van Hulzen Asset Management is a registered investment company based out of El Dorado Hills, CA. It has offices in four locations and a total of 19 advisors. It controls $2 billion in total assets across its 2,222 accounts, placing it among the largest firms in the country by assets under management. The firm serves 26 charitable organizations. Of its 2,222 customer accounts, 21% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Van Hulzen Asset Management can 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
Sean Borchardt Work History
Sean has been registered as a financial advisor for 12 years.*
Van Hulzen Asset Management
*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 Sean Borchardt 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
Shingle Springs, 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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