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Judith Nobue Hirotaka

Investment adviser representative at The Mather Group, LLC
13 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$13.4BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. The Mather Group, LLCJul 2023 to now
  2. Wealth Enhancement Advisory ServicesDec 2022 to Jun 2023
  3. Wealth Enhancement GroupDec 2022 to Jun 2023
  4. Ginsburg Financial AdvisorsMar 2020 to Dec 2022
  5. Mercer Global Advisors Inc.Dec 2017 to Mar 2020
  6. Osborne Partners Capital Management, LLCMay 2013 to Nov 2017

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1990
  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (CA).

The Mather Group, LLC

$13.4BAssets managed
4,773Clients
109Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2008592
Firm CRD
156005
Advisor's SEC record (opens in a new tab)
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