Hoertkorn Richard Charles
Hoertkorn Richard Charles is an SEC-registered ria in Kentfield, CA with $282.5M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Hoertkorn Richard Charles: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104649, SEC 801-8374, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $282.5M (2026-02-09)
- Firm type
- Ria
- Location
- Kentfield, CA
- Employees
- 2
- Clients
- 74
- CRD
- 104649
- Ownership
- HOERTKORN, RICHARD, CHARLES
How much AUM does Hoertkorn Richard Charles have?
Hoertkorn Richard Charles reported $282.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Hoertkorn Richard Charles?
Disclosed owners and executives of Hoertkorn Richard Charles include HOERTKORN, RICHARD, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.