HOERTKORN RICHARD CHARLES
CRD #104649 SEC #801-8374 KENTFIELD, CA 415-482-8899
SEC Registered
Total AUM
$275.4M
Discretionary
$275.4M
Employees
2
Clients
0
Accounts
235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $275.4M | $275.4M | $0 | 2 | 0 |
| Feb 2024 | $240.4M | $240.4M | $0 | 2 | 0 |
| May 2023 | $207.3M | $207.3M | $0 | 2 | 0 |
| Mar 2022 | $265.6M | $265.6M | $0 | 2 | 0 |
| Mar 2021 | $197.4M | $197.4M | $0 | 2 | 0 |
| Jun 2020 | $171.3M | $171.3M | $0 | 2 | 0 |
| Mar 2020 | $171.3M | $171.3M | $0 | 2 | 0 |
| Mar 2019 | $152.1M | $152.1M | $0 | 2 | 0 |
| Mar 2018 | $178.2M | $178.2M | $0 | 2 | 0 |
| Feb 2017 | $151.8M | $151.8M | $0 | 2 | 26 |
| Feb 2016 | $138.1M | $138.1M | $0 | 2 | 26 |
| Jun 2015 | $149.4M | $149.4M | $0 | 3 | 26 |
| Mar 2015 | $149.4M | $149.4M | $0 | 3 | 26 |
| Mar 2014 | $139.4M | $139.4M | $0 | 3 | 26 |
| Mar 2013 | $113.7M | $113.7M | $0 | 3 | 26 |
| Mar 2012 | $98.7M | $98.7M | $0 | 1 | 26 |
| Mar 2011 | $80.6M | $80.6M | $0 | 5 | -- |
| Jun 2010 | $74.9M | $74.9M | $0 | 5 | -- |
| Mar 2010 | $74.9M | $74.9M | $0 | 5 | -- |
| Feb 2009 | $64M | $64M | $0 | 5 | -- |
| Feb 2007 | $74.8M | $74.8M | $0 | 5 | -- |
| Feb 2006 | $64.4M | $64.4M | $0 | 5 | -- |
| Mar 2002 | $62.7M | $62.7M | $0 | 5 | -- |
DateMar 2025
Total AUM$275.4M
Discretionary$275.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$265.6M
Discretionary$265.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$197.4M
Discretionary$197.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$171.3M
Discretionary$171.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$171.3M
Discretionary$171.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees2
Clients26
DateJun 2015
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$80.6M
Discretionary$80.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees5
Clients--