Overview
Assets Under Management: $1.8 billion
Headquarters: LAKE ST. LOUIS, MO
High-Net-Worth Clients: 215
Average Client Assets: $2 million
Frequently Asked Questions
FIRST HEARTLAND CONSULTANTS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110377), FIRST HEARTLAND CONSULTANTS, INC. is subject to fiduciary duty under federal law.
FIRST HEARTLAND CONSULTANTS, INC. is headquartered in LAKE ST. LOUIS, MO.
FIRST HEARTLAND CONSULTANTS, INC. serves 215 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, FIRST HEARTLAND CONSULTANTS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
FIRST HEARTLAND CONSULTANTS, INC. manages $1.8 billion in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, FIRST HEARTLAND CONSULTANTS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 215
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 9,231
Discretionary Accounts: 9,117
Non-Discretionary Accounts: 114
Regulatory Filings
CRD Number: 110377
Last Filing Date: 2025-02-26 00:00:00
Website: https://firstheartland.com