Overview
Assets Under Management: $9.7 billion
Headquarters: RHINELANDER, WI
High-Net-Worth Clients: 20
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.94
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 3,815
Discretionary Accounts: 3,509
Non-Discretionary Accounts: 306
Regulatory Filings
CRD Number: 143848
Filing ID: 1961291
Last Filing Date: 2025-03-18 15:18:00
Website: https://heckcapital.com