Overview
Assets Under Management: $188 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 66
Average Client Assets: $2.3 million
Frequently Asked Questions
HEARTLAND INVESTMENT ADVISORS, LLC 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 #115156), HEARTLAND INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
HEARTLAND INVESTMENT ADVISORS, LLC is headquartered in OVERLAND PARK, KS.
HEARTLAND INVESTMENT ADVISORS, LLC serves 66 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, HEARTLAND INVESTMENT ADVISORS, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HEARTLAND INVESTMENT ADVISORS, LLC manages $188 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, HEARTLAND INVESTMENT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.32%
Average Client Assets: $2.3 million
Total Client Accounts: 503
Discretionary Accounts: 503
Regulatory Filings
CRD Number: 115156
Filing ID: 1181100
Last Filing Date: 2018-03-29 08:44:00