• KENTFIELD, CA • Investment Advisor How do I update this listing?
Hoertkorn Richard Charles is based out of Kentfield. Hoertkorn Richard Charles is a large advisory firm with 84 clients and discretionary assets under management (AUM) of $178,161,451 (Form ADV from 2018-03-02). Their last reported 13F filing for Q4 2018 included $141,987,000 in managed 13F securities and a top 10 holdings concentration of 51.27%. Hoertkorn Richard Charles's largest holding is Bank of America Corp. (North Carolina National Bank) with shares held of 375,395. Hoertkorn Richard Charles has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 21 13F filings