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HATFIELD INSURANCE & FINANCIAL SERVICES, INC.
CRD 169941 · SEC 801-79041
2501 WEST BURBANK BLVD, SUITE 207, BURBANK, CA, 91505, United States
Phone
818-981-5050
Fax
818-981-5051
Registration
— (—)
Source
State registered
Total AUM
$99.2M
Discretionary AUM
$0
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $39.9M |
| High net worth individuals | 18 | $50.9M |
All web addresses on file
Official SEC filing: View on IAPD