# HATFIELD INSURANCE & FINANCIAL SERVICES, INC.

HATFIELD INSURANCE & FINANCIAL SERVICES, INC. of BURBANK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 169941
- Type: SEC-registered investment adviser
- SEC file number: 801-79041
- Location: 2501 WEST BURBANK BLVD, BURBANK, CA, 91505
- Phone: 818-981-5050
- Latest filing: 2026-02-26
- Regulatory AUM: $99.2M
- Non-discretionary AUM: $99.2M
- Clients: 4
- Accounts: 389

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| HATFIELD ERIC DAVID | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169941/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169941/similar
- Related entities: https://search.stillhousedata.com/firm/169941/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169941

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.