Sean
Sowers
Van Hulzen Asset Management
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About this Advisor
Sean Sowers is a financial advisor working in El Dorado Hills, California with a total of 6 years of relevant experience. Sowers is on the advisory team at Van Hulzen Asset Management. Sowers has gained experience at Aladino Financial Services, Inc, James Aladino Parenti, Attorney-At-Law, Aladino Insurance Services, Inc, Financial Telesis Inc, Protected Investors Of America, Inc, Van Hulzen Asset Management and Lpl Financial, LLC. Sowers has Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in California. Van Hulzen Asset Management is an advisory business based in El Dorado Hills, CA. The firm has offices in four locations and a total of 19 financial advisors. It administers $2 billion in assets under management between its 2,222 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 26 charities and foundations. Of its 2,222 client accounts, 21% are held by high-net-worth investors who have greater than $1 million in investable assets. Van Hulzen Asset Management has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advice vary depending on which services the firm provides the client. However, fee types billed by Van Hulzen Asset Management most likely include any 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 Sowers Work History
Sean has been registered as a financial advisor for 6 years.*
Van Hulzen Asset Management
Lpl Financial, LLC
Protected Investors Of America, Inc
Aladino Financial Services, Inc
Financial Telesis Inc
Aladino Insurance Services, Inc
Aladino Financial Services, Inc
James Aladino Parenti, Attorney-At-Law
*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 Sowers 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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