HESEN & HASLAM, LLC
Legal name: HESEN & HASLAM
CRD #286235 SEC #801-110192 WOODLAND HILLS, CA 818-200-1107
SEC Registered
Total AUM
$250M
Discretionary
$209.2M
Employees
5
Clients
0
Accounts
664
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $250M | $209.2M | $40.8M | 5 | 0 |
| Mar 2025 | $250M | $209.2M | $40.8M | 5 | 0 |
| Jun 2024 | $193.9M | $173.7M | $20.2M | 5 | 0 |
| Jun 2024 | $193.9M | $173.7M | $20.2M | 5 | 0 |
| Mar 2024 | $193.9M | $173.7M | $20.2M | 5 | 0 |
| Aug 2023 | $176.9M | $161.9M | $15M | 5 | 0 |
| Mar 2023 | $176.9M | $161.9M | $15M | 5 | 0 |
| Feb 2022 | $229.5M | $207.3M | $22.2M | 5 | 0 |
| Mar 2021 | $212.5M | $182M | $30.5M | 5 | 0 |
| Aug 2020 | $170.5M | $150.3M | $20.2M | 4 | 0 |
| Jun 2020 | $170.5M | $150.3M | $20.2M | 4 | 0 |
| May 2020 | $170.5M | $150.3M | $20.2M | 4 | 0 |
| Jan 2020 | $170.5M | $150.3M | $20.2M | 4 | 0 |
| Jan 2020 | $170.5M | $150.3M | $20.2M | 4 | 0 |
| Mar 2019 | $133M | $119.7M | $13.2M | 6 | 0 |
| Feb 2019 | $122.9M | $122.9M | $50K | 7 | 0 |
| Dec 2018 | $122.9M | $122.9M | $50K | 7 | 0 |
| Nov 2018 | $122.9M | $122.9M | $50K | 7 | 0 |
| Mar 2018 | $122.9M | $122.9M | $50K | 3 | 0 |
| Jan 2018 | $116.7M | $116.7M | $0 | 3 | 0 |
| Oct 2017 | $116.7M | $116.7M | $0 | 3 | 0 |
| May 2017 | $100.6M | $100.6M | $0 | 3 | 0 |
| Mar 2017 | $0 | $0 | $0 | 3 | 0 |
| Mar 2017 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$250M
Discretionary$209.2M
Non-Disc.$40.8M
Employees5
Clients0
DateMar 2025
Total AUM$250M
Discretionary$209.2M
Non-Disc.$40.8M
Employees5
Clients0
DateJun 2024
Total AUM$193.9M
Discretionary$173.7M
Non-Disc.$20.2M
Employees5
Clients0
DateJun 2024
Total AUM$193.9M
Discretionary$173.7M
Non-Disc.$20.2M
Employees5
Clients0
DateMar 2024
Total AUM$193.9M
Discretionary$173.7M
Non-Disc.$20.2M
Employees5
Clients0
DateAug 2023
Total AUM$176.9M
Discretionary$161.9M
Non-Disc.$15M
Employees5
Clients0
DateMar 2023
Total AUM$176.9M
Discretionary$161.9M
Non-Disc.$15M
Employees5
Clients0
DateFeb 2022
Total AUM$229.5M
Discretionary$207.3M
Non-Disc.$22.2M
Employees5
Clients0
DateMar 2021
Total AUM$212.5M
Discretionary$182M
Non-Disc.$30.5M
Employees5
Clients0
DateAug 2020
Total AUM$170.5M
Discretionary$150.3M
Non-Disc.$20.2M
Employees4
Clients0
DateJun 2020
Total AUM$170.5M
Discretionary$150.3M
Non-Disc.$20.2M
Employees4
Clients0
DateMay 2020
Total AUM$170.5M
Discretionary$150.3M
Non-Disc.$20.2M
Employees4
Clients0
DateJan 2020
Total AUM$170.5M
Discretionary$150.3M
Non-Disc.$20.2M
Employees4
Clients0
DateJan 2020
Total AUM$170.5M
Discretionary$150.3M
Non-Disc.$20.2M
Employees4
Clients0
DateMar 2019
Total AUM$133M
Discretionary$119.7M
Non-Disc.$13.2M
Employees6
Clients0
DateFeb 2019
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$50K
Employees7
Clients0
DateDec 2018
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$50K
Employees7
Clients0
DateNov 2018
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$50K
Employees7
Clients0
DateMar 2018
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$50K
Employees3
Clients0
DateJan 2018
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2017
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0