|
⚲
|
| Heck Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 143848 |
| SEC # | 801-67872 |
| CIK # | |
| AUM | $6.7 BB (2024-03-27) |
| Employees | 20 (80% Investors, 0% Brokers) |
| Phone | 715-361-1500 |
| Address | 15 East Anderson Street Rhinelander, WI 54501 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 671 | 0.1 |
| (b) Individuals (high net worth individuals) | 429 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 3.3 |
| (h) Charitable organizations | 86 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,566 | 6.7 |
| By Discretionary | ||
| Discretionary | 3,405 | 1.6 |
| Non-Discretionary | 161 | 5.1 |
| Total | 3,566 | 6.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.7 | |
| Total | 3,566 | 6.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 6.8 |
|
Advisory Services Network LLC
✚
|
GA | 6.8 |
|
Independent Financial Group LLC
✚
|
CA | 6.8 |
|
Clarkston Capital Partners LLC
✚
|
MI | 6.7 |
|
Nicholas Hoffman & Company LLC
✚
|
GA | 6.7 |
|
Guided Choice Asset Management Inc
✚
|
NV | 6.6 |
|
Saturna Capital Corporation
✚
|
WA | 6.6 |
|
Global Alpha Capital Management Ltd
✚
|
6.5 | |
|
Plancorp LLC
✚
|
MO | 6.5 |
|
Axxcess Wealth Management LLC
✚
|
CA | 6.5 |