First Heartland Consultants, Inc.

RIASEC Registered

Total AUM

$2.1B

Discretionary

$1.9B

90% of AUM

Avg account

$217K

Accounts

9,610

Employees

Advisory reps

100

Firm details

Headquarters: Lake St Louis, Missouri
CRD number: 110377
Registered since: May 23, 1994
Website: www.firstheartland.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals63.86%
HNWI25.91%
Pension & Profit Sharing Plans9.5%
Corporations / Businesses0.47%
Charitable Organizations0.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

First Heartland Consultants, Inc. is an independent registered investment adviser that has been SEC-registered since 1994. The firm serves both individuals and families as well as institutional clients and describes itself as a capital allocator, using third-party managers alongside in-house advice. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection, plus periodic publications and investor education programs. The firm does not identify as an active ESG investor.