Mikhael Balachov

Employer firm

Team Hewins, LLC CRD 291194

$3.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2021 → 06/2023
  Team Hewins, Llc
  Redwood City, CA
• 10/2005 → 05/2018
  Hewins Financial Advisors, Llc
  Redwood City, CA
• 06/2018 → 02/2021
  Team Hewins, Llc
  Redwood Cirty, CA
• 06/2023 → Present
  Team Hewins, Llc
  Redwood City, CA

Other Businesses

The Russian Center of San Francisco; non-investment related; 2460 Sutter St, San Francisco, CA 94115; Cultural Center; Board Member; Start date 5/18/2024; <5hrs/month; Participate on Board meetings that steer thedirection and activities of the cultrual center. Ownership of annual festival event & planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-12