HCR Wealth Advisors
Financial Services • 
Los Angeles, California, United States • 11-20 Employees
Company overview
| Headquarters | 10866 Wilshire Blvd., Suite 1600, Los Angeles, California 90024, US |
| Phone number | +13104735445 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Planning, Investment Management, HNW |
| Founded | 1988 |
| Employees | 11-20 |
| Socials |
Key Contacts at HCR Wealth Advisors
Daniel Smyth
Managing Director - East Coast Division
Steve Weinberger
Senior Managing Director
HCR Wealth Advisors Email Formats
HCR Wealth Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@hcrwealth.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@hcrwealth.com | 75% |
{first name}{last name} | johndoe@hcrwealth.com | 16.7% |
{last name}{last name} | doedoe@hcrwealth.com | 8.3% |
About HCR Wealth Advisors
No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times of prosperity. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding. Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being and we believe in doing what is right for every individual we serve. We work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. Exceptional client service is at the heart of who we are. HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients’ needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, and we use an advisory model that allows for agnostic guidance. We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a client’s financial life allowing them reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them. At HCR Wealth Advisors, we do just that.
HCR Wealth Advisors revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
HCR Wealth Advisors has 8 employees across 3 departments.
Departments
Number of employees
Funding Data
HCR Wealth Advisors has never raised funding before.
HCR Wealth Advisors Tech Stack
Discover the technologies and tools that power HCR Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
Analytics
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Miscellaneous
WordPress themes
Page builders
JavaScript libraries
CDN
Font scripts
Spain
United Kingdom
Bahrain
Canada
Frequently asked questions
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