Overview
Assets Under Management: $208 million
Headquarters: AUBURN, IN
High-Net-Worth Clients: 60
Average Client Assets: $1.7 million
Frequently Asked Questions
HEFTY WEALTH PARTNERS 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 #153880), HEFTY WEALTH PARTNERS is subject to fiduciary duty under federal law.
HEFTY WEALTH PARTNERS is headquartered in AUBURN, IN.
HEFTY WEALTH PARTNERS serves 60 high-net-worth clients according to their SEC filing dated February 27, 2018. View client details ↓
According to their SEC Form ADV, HEFTY WEALTH PARTNERS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HEFTY WEALTH PARTNERS manages $208 million in client assets according to their SEC filing dated February 27, 2018.
According to their SEC Form ADV, HEFTY WEALTH PARTNERS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.77%
Average Client Assets: $1.7 million
Total Client Accounts: 1,120
Discretionary Accounts: 1,120
Regulatory Filings
CRD Number: 153880
Filing ID: 1168806
Last Filing Date: 2018-02-27 17:42:00