HATFIELD INSURANCE & FINANCIAL SERVICES, INC.

HATFIELD INSURANCE & FINANCIAL SERVICES, INC. of BURBANK, CA is an SEC-registered investment adviser (CRD 169941). Regulatory assets under management: $99.2M.

Registration

• CRD: 169941
• SEC file number: 801-79041
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169941 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search