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Team Hewins

EST. AUM
$3,966,070,638

CONTACTS
15

CLIENT ACCOUNTS
2,260

Firm Details

Metro area San Francisco
CRD Number 291194
Website teamhewins.com
Client types

Overview

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, the firm serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Their focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success. For more information, interested parties can visit [www.teamhewins.com](https://www.teamhewins.com).

Platform Details

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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