Hewins Financial Advisors, LLC

Colleen Jordan Hallinan


Registry Member Since 2005

About Me

Type of Organization
  • Member Firm or Team
Name of RIA
  • Hewins Financial Advisors, LLC
Relationship to RIA
  • Owner
Broker/Dealer Name
  • Did Not Answer
Years of Experience
  • 23 Years
Certifications & Designations
College Degrees
  • University Of Southern California - BA International Relations and Political Science
Registrations & Licenses
  • RIA/IAR Registration
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Firm

  • 400 South El Camino Real
    Suite 800
    San Mateo, California, 94402
  • 650.620.3040
Number of Clients
  • Available Upon Request
Amount of Assets
  • Available Upon Request
Minimum Asset Requirement
  • $1,000,000
Types of Fees
  • Did Not Answer
Types of Commission
  • Did Not Answer
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
  • Foundations
  • Public Funds
Limited Engagement Services
  • Financial Plan Reviews
Investment Decision-Making
  • Did Not Answer
Primary Custodian(s)
  • Schwab
Types of Reports (Frequency)
  • Did Not Answer
My Philosophy My Disclosures

I certify the information in this research report is accurate and current.

Advisor Name: Colleen Jordan Hallinan
Most Recent Update: Dec 7, 2014

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