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Hatfield Insurance & Financial Services, Inc. (Sherman Oaks)


Hatfield Insurance & Financial Services, Inc. is an adviser based in Sherman Oaks. It manages $31.48 million of regulatory assets for 215 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California and Texas.

Hatfield Insurance & Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hatfield Insurance & Financial Services: assets under management

The assets under management (AUM) of Hatfield Insurance & Financial Services, Inc. is $31.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hatfield Insurance & Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sherman Oaks

The principal office where Hatfield Insurance & Financial Services, Inc. performs its advisory services is located at 13949 Ventura Boulevard, Sherman Oaks, CA 91423, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-981-5050 or by fax 818-981-5051. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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