HESEN & HASLAM, LLC
DBA: HESEN & HASLAM
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $283.7M |
| Discretionary | $247.0M87% of AUM |
| Non-Discretionary | $36.7M |
| Client Accounts | 644 |
| Avg Account Size | $440K |
| Employees | 5 |
| Peak AUM | $283.7MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $284M | +13.5% | +17.0% | +6.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $283.7M |
| Discretionary | $247.0M |
| Employees | 5 |
| Client Accounts | 644 |
| Client Range | 0 |
Contact & Location
Address
21031 VENTURA BLVD
WOODLAND HILLS CA 91364
Phone
818-200-1107
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$247M
87.1% of AUM
Non-Discretionary
$37M
12.9% of AUM
Disc. mix ▲ 3.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported