Overview
Assets Under Management: $123 million
Frequently Asked Questions
HEIRLOOM INVESTMENT MANAGEMENT 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 #281357), HEIRLOOM INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
According to their SEC Form ADV, HEIRLOOM INVESTMENT MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
HEIRLOOM INVESTMENT MANAGEMENT LLC manages $123 million in client assets according to their SEC filing dated November 29, 2024.
According to their SEC Form ADV, HEIRLOOM INVESTMENT MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 5
Discretionary Accounts: 4
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 281357
Filing ID: 1910502
Last Filing Date: 2024-11-29 12:19:00