HC Financial Advisors

Finance · 1-10 Employees

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Overview

Phone Number

(925) 299-1800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
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About HC Financial Advisors

HC Financial Advisors provides highly personalized, customized, and comprehensive financial planning and investment management services. Our goal is to give you complete peace of mind throughout your financial life. As a firm, we strictly uphold the fiduciary standard. This ensures your needs always come first and enables us to provide unbiased, high-quality advice. As a fee-only firm, we charge a fee based on the assets we manage.Explore more
HC Financial Advisors's Social MediaPopular SearchesHc Financial Advisors IncHc Financial LLCHC Financial AdvisorsFinancial IncCA HC Financial Advisors IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

HC Financial Advisors

<$5M
1-10
Private
-
1985
N/A
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

HC Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

HC Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about HC Financial Advisors.

HC Financial Advisors Tech Stack

A closer look at the technologies used by HC Financial Advisors

HC Financial Advisors News & Media

  • The Mather Group Acquires San Francisco Bay-area Firm, HC Financial Advisors

    CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), a wealth management firm with 12 offices across the country and more than $8.0 billion in assets under management (AUM, as of 7/31/22), has announced its acquisition of HC Financial Advisors Inc. (HC), a registered investment adviser (RIA) firm based in Lafayette, CA. HC was founded in 1986 and has approximately $478 million in AUM as of 7/31/22. Its three principals—Stephen Biggs, Andy Byron, and Karla McAvoy—and the entire
Read more news

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Frequently Asked Questions Regarding HC Financial Advisors

What is HC Financial Advisors's official website?
HC Financial Advisors's official website is www.hcfinancial.com
What is HC Financial Advisors's Revenue?
HC Financial Advisors's revenue is <$5 Million
What is HC Financial Advisors's SIC code?
HC Financial Advisors's SIC: 62,628
What is HC Financial Advisors's NAICS code?
HC Financial Advisors's NAICS: 52,523
How many employees does HC Financial Advisors have?
HC Financial Advisors has 1-10 employees
What industry does HC Financial Advisors belong to?
HC Financial Advisors is in the industry of: Finance, Securities Trading
What is HC Financial Advisors competition?
HC Financial Advisors top competitors include: Charleston Financial Advisors, Safe Landing Financial, Wayne Firebaugh, Highsmith Financial Planning
What companies has HC Financial Advisors acquired?
HC Financial Advisors has acquired the companies: Barnett Financial, Resource Advisory Services, Barrow Asset Management, Clear Perspectives Financial Planning
What technology does HC Financial Advisors use?
Some of the popular technologies that HC Financial Advisors uses are: Lucky Orange, Google Universal Analytics, Squarespace Online Stores, Proofpoint
How do I contact HC Financial Advisors?
HC Financial Advisors contact info: Phone number: (925) 299-1800 Website: www.hcfinancial.com
What does HC Financial Advisors do?

HC Financial Advisors provides highly personalized, customized, and comprehensive financial planning and investment management services. Our goal is to give you complete peace of mind throughout your financial life. As a firm, we strictly uphold the fiduciary standard. This ensures your needs always come first and enables us to provide unbiased, hi... gh-quality advice. As a fee-only firm, we charge a fee based on the assets we manage.Read More

What are HC Financial Advisors social media links?
HC Financial Advisors Linkedin page HC Financial Advisors Facebook page
Is HC Financial Advisors a public company?
HC Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about HC Financial Advisors

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