RIA Intel›Advisers›California›HEARTHSTONE INC., A CALIFORNIA CORPORATION

HEARTHSTONE INC., A CALIFORNIA CORPORATION

Advisory

N·CALABASAS, CA

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$2.4B
1-Year AUM Growth
+36.0%
3-Year CAGR
+15.1%
Employees
8
Assets Under Management
Total AUM$2.4B
Discretionary AUM$0
Non-Discretionary AUM$2.4B
Discretionary %0%
Total Clients15
Team
Total Employees8
Investment Advisers24
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record15
First FilingMar 22, 2012
Latest FilingMar 31, 2025
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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