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VAN HULZEN ASSET MANAGEMENT, LLC

dba VAN HULZEN FINANCIAL ADVISORS · CRD 116632 · Registered Investment Adviser

Manages private funds

VAN HULZEN ASSET MANAGEMENT, LLC is a Registered Investment Adviser headquartered in EL DORADO HILLS, CA. The firm reports $2,143,345,481 in regulatory assets under management across 2,938 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$2,126,185,576
Non-discretionary$17,159,905
Total RAUM$2,143,345,481
Accounts2,938

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 116632. adviserinfo.sec.gov/firm/summary/116632.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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