The Heaton Hoppes Group LLC


Assets, Funds, Holdings

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The Heaton Hoppes Group LLC
CRD #115511
SEC #801-113740
AUM $151.4 MM (100% Disc, 100% US, 2021-03-26)
Employees 3 (67% Investors, 0% Brokers)
Address411 Viking Road
Cedar Falls, IA 50613
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Values First Advisors Inc
TN 0.2
Hemming& Wealth Management Inc
MI 0.2
Larson Wealth Partners LLC
MN 0.2
Imperium Wealth Management LLC
TX 0.2
New England Capital Planners Inc
CT 0.2
Colley Asset Management Inc
NY 0.2
Palos Management Inc
Lantern Wealth Advisors LLC
NY 0.2
KOA Wealth Management LLC
CA 0.2
Melone Private Wealth LLC
MI 0.2
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