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Principal · Hutchinson & Ziegler Financial Advisors, Inc.

Eric J. Ziegler

CRD 2080367 · Named on Form ADV at one SEC-registered adviser

At a glance

Hutchinson & Ziegler Financial Advisors, Inc., an SEC-registered wealth manager based in SAN Rafael, CA with $235 million in regulatory assets, lists Eric J. Ziegler on its Form ADV as Principal, a control person.

Firms and roles

AtlasMembers

Eric’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Heather I. HutchinsonPrincipal and Chief Compliance Officer, Hutchinson & Ziegler Financial Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.