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HOERTKORN RICHARD CHARLES

Tel: 415-482-8899
1112 Sir Francis Drake Blvd.
Kentfield, California  94904-1419

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HOERTKORN RICHARD CHARLES

HOERTKORN RICHARD CHARLES is a Kentfield, California based financial advisory firm with nearly $240,444,121 in assets under management and provides investment advisory services for 224 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

104649

SEC#:

801-8374

No. of Clients:

224

Assets under Management

$240,444,121

No. of Advisors:

2

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