RIA Intel›Advisers›California›HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.

HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.

Advisory

GRANADA HILLS, CA

Data as of Jun 2, 2026 · Source: SEC Form ADV

Rank in CA

#3,988

of 5,480 advisers by AUM

Average account

$264K

across 107 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients107

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

107 clients

The full client-type breakdown and the share of AUM each category represents.

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