Team Hewins

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

203 Redwood Shores Pkwy Ste 550, Redwood...

Phone Number

(650) 620-3040

Revenue

$16.7 Million

Industry

Finance Securities Trading

About Team Hewins

Team Hewins is a fee-only financial advisory firm specializing in holistic financial planning and wealth management. They offer services such as retirement planning, risk management, legacy planning, and tax strategies, catering to a diverse clientele including busy professionals, individuals going through life transitions, and women seeking financial guidance. With a focus on collaboration, they integrate with clients' existing financial teams to provide coordinated and personalized support. Operating in the Bay Area and South Florida, Team Hewins combines national-level expertise with a local touch to help clients achieve their financial goals.Explore more
Team Hewins's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Team Hewins Org Chart

Mikhael Balachov, Principal, Chief Executive Officer at Team Hewins
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Principal, Chief Executive Officer

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Principal, Chief Operating Officer

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Director, Operations & Principal

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Compare Similar Companies to Team Hewins

Compare insights from companies similar to Team Hewins, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Team Hewins

$16.7M
11-50
Private
<$5M
2018
Mikhael Balachov, Principal, Chief Executive Officer at Team Hewins
Mikhael BalachovPrincipal, CEO
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
11-50
Private
<$5M
1987
RG
Randy GarciaFounder & CEO
<$5M
1-10
Private
-
-
CR
Caitlin ReynoldsClient Service Specialist
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
<$5M
1-10
Private
-
-
N/A
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Team Hewins Tech Stack

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Frequently Asked Questions Regarding Team Hewins

What is Team Hewins's official website?
Team Hewins's official website is www.teamhewins.com
What is Team Hewins's Revenue?
Team Hewins's revenue is $16.7 Million
What is Team Hewins's SIC code?
Team Hewins's SIC: 62,628
What is Team Hewins's NAICS code?
Team Hewins's NAICS: 52,523
How many employees does Team Hewins have?
Team Hewins has 11-50 employees
What industry does Team Hewins belong to?
Team Hewins is in the industry of: Finance, Securities Trading
What is Team Hewins competition?
Team Hewins top competitors include: Sherwood Investment Services, Sound Wealth Advisors, HFG Wealth Management, The Investment Counsel
What technology does Team Hewins use?
Some of the popular technologies that Team Hewins uses are: DocuSign, WooCommerce, PHP, MailChimp
How do I contact Team Hewins?
Team Hewins contact info: Phone number: (650) 620-3040 Website: www.teamhewins.com
What does Team Hewins do?

Team Hewins is a fee-only financial advisory firm specializing in holistic financial planning and wealth management. They offer services such as retirement planning, risk management, legacy planning, and tax strategies, catering to a diverse clientele including busy professionals, individuals going through life transitions, and women seeking financ... ial guidance. With a focus on collaboration, they integrate with clients' existing financial teams to provide coordinated and personalized support. Operating in the Bay Area and South Florida, Team Hewins combines national-level expertise with a local touch to help clients achieve their financial goals.Read More

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

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