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Find, Compare and Monitor Financial Advisors at HWJ CAPITAL PARTNERS II, LLC

CRD#: 132135
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

HWJ CAPITAL PARTNERS II, LLC is located at 7400 North Federal Highway Suite A5, Boca Raton, FL 33487 and was first established at Florida, Delaware in 04/26/2004. After operating for 21 years, HWJ CAPITAL PARTNERS II, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of HWJ CAPITAL PARTNERS II, LLC’s clients are individuals and 0% of their clients are high net worth individuals. HWJ CAPITAL PARTNERS II, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at HWJ CAPITAL PARTNERS II, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access HWJ CAPITAL PARTNERS II, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at HWJ CAPITAL PARTNERS II, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for HWJ CAPITAL PARTNERS II, LLC Comes From

Understanding the Statistics for HWJ CAPITAL PARTNERS II, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
7400 North Federal Highway Suite A5, Boca Raton, FL 33487
Mailing Address
7400 North Federal Highway Suite A5, Boca Raton, FL 33487
Firm Size
Small
Phone Number
(561) 910-5732
Established
Delaware since 04/26/2004
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
HARCH, JOSEPH WILLIAMMANAGING MEMBER, CCO, CFO1331665

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Advisor's working at HWJ CAPITAL PARTNERS II, LLC

CK

Chad Ethan Kirschenblatt

Chad Kirschenblatt, Chad Ethan Kirschenblatt
RR
CRD#: 2503352
Location:
Santa Monica, CA 90401
Company:
GLOBALIST CAPITAL, LLC
Disclosures:
Experience:
21 years
View Profile
JH

Joseph William Harch

Joseph W Harch
RR
CRD#: 1331665
Location:
Boca Raton, FL 33487
Company:
HWJ CAPITAL PARTNERS II, LLC
Disclosures:
Experience:
37 years
View Profile
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