Overview
Assets Under Management: $446 million
High-Net-Worth Clients: 41
Average Client Assets: $3.2 million
Frequently Asked Questions
HEWARD INVESTMENT MANAGEMENT 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 #330682), HEWARD INVESTMENT MANAGEMENT INC. is subject to fiduciary duty under federal law.
HEWARD INVESTMENT MANAGEMENT INC. serves 41 high-net-worth clients according to their SEC filing dated December 18, 2024. View client details ↓
According to their SEC Form ADV, HEWARD INVESTMENT MANAGEMENT INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
HEWARD INVESTMENT MANAGEMENT INC. manages $446 million in client assets according to their SEC filing dated December 18, 2024.
According to their SEC Form ADV, HEWARD INVESTMENT MANAGEMENT INC. 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
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.01%
Average Client Assets: $3.2 million
Total Client Accounts: 288
Discretionary Accounts: 288
Regulatory Filings
CRD Number: 330682
Filing ID: 1920940
Last Filing Date: 2024-12-18 13:07:00