Hcr Wealth Advisors
California
Registered In
09/01/1988
Incorp. Date
Company Summary
Hcr Wealth Advisors at 10866 Wilshire Blvd STE 1600, Los Angeles, Ca 90024 lists Gregory Sandor Heller and Steven Weinberger of Los Angeles, CA.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Gregory Sandor Heller
Individual Agent
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10866 WILSHIRE BLVD STE 1600, LOS ANGELES, CA 90024
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Gregory Sandor Heller
CEO
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10866 WILSHIRE BLVD STE 1600, LOS ANGELES, CA 90024
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Gregory Sandor Heller
Chief Financial Officer
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10866 WILSHIRE BLVD STE 1600, LOS ANGELES, CA 90024
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Gregory Sandor Heller
Director
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10866 WILSHIRE BLVD STE 1600, LOS ANGELES, CA 90024
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Steven Weinberger
Director
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10866 WILSHIRE BLVD STE 1600, LOS ANGELES, CA 90024
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Steven Weinberger
Secretary
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10866 WILSHIRE BLVD STE 1600, LOS ANGELES, CA 90024
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10866 WILSHIRE BLVD STE 1600, LOS ANGELES, CA 90024
(Mailing)
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Financial Information for Hcr Wealth Advisors
Form 5500
HCR WEALTH ADVISORS
10866 Wilshire Blvd., Suite 1600, Los Angeles, Ca 90024 (310) 473-5445 EIN:95-4181883 Plan Admin:Steve Weinberger| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameHCR WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY18 / 15 Assets BOY/EOY$3,766,289 / $3,180,765 | 2022 | HCR WEALTH ADVISORS 401(K) PLAN - Plan #001 | 18 / 15 | $3,766,289 / $3,180,765 |
| 2021 | Plan NameHCR WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY14 / 18 Assets BOY/EOY$3,049,611 / $3,766,289 | 2021 | HCR WEALTH ADVISORS 401(K) PLAN - Plan #001 | 14 / 18 | $3,049,611 / $3,766,289 |
| 2020 | Plan NameHCR WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,371,413 / $3,049,611 | 2020 | HCR WEALTH ADVISORS 401(K) PLAN - Plan #001 | 14 / 14 | $2,371,413 / $3,049,611 |
| 2019 | Plan NameHCR WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$1,748,831 / $2,371,413 | 2019 | HCR WEALTH ADVISORS 401(K) PLAN - Plan #001 | 14 / 14 | $1,748,831 / $2,371,413 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HCR WEALTH ADVISORS
10866 Wilshire Blvd #1600, Los Angeles, CA 90024-2281| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$242,800 Forgiven$245,700 LenderMidFirst Bank Jobs13 | 04/10/2020 | $242,800 | $245,700 | MidFirst Bank | 13 |
PPP Loans based on Paycheck Protection Program.
Address Match:10866 Wilshire Blvd Ste 1600 Los Angeles, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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