CLOs on the Move

Team Hewins

www.teamhewins.com

 
Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.teamhewins.com
  • 203 Redwood Shores Parkway Suite 550
    Redwood City, CA USA 94065
  • Phone: 833.439.4678

Executives

Name Title Contact Details
Michelle Eldridge
 Chief Compliance Officer and General Counsel Profile
Michelle Eldridge
 Principal, CCO and General Counsel Profile

Similar Companies

First Nations Funding Inc

First Nations Funding Inc is a Pomona, CA-based company in the Financial Services sector.

Charlotte Harbor Yacht Club Inc

Charlotte Harbor Yacht Club Inc is a Port Charlotte, FL-based company in the Financial Services sector.

Rogers Financial

Rogers Financial is a Calgary, AB-based company in the Financial Services sector.

Pave

Pave is a marketplace lending platform that aims to provide the Millennial generation with a better way to borrow: one that`s simpler, more personal, and more affordable.

GE Healthcare Financial Services

GE Healthcare Financial Services is a Fairfield, CT-based company in the Financial Services sector.