Heitman Securities LLC

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
13620
Registered since
May 13, 1983

Firm profile

FINTRX

Overview

Heitman Securities LLC is organized as a limited liability company and has been registered with the SEC since 1983. Publicly available profile attributes list the firm as unclassified and identify its ownership as a mix of a domestic entity and an individual. The firm is not described as a capital allocator, does not self-identify as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The available data contains no detail on client segments, advisory services, fee structures, or day‑to‑day business activities. Those gaps, together with the firm-level flags above, indicate the record reflects minimal reported advisory operations rather than a full-service RIA platform.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 15
  • Amanda Gray

    Amanda Gray

    Vice PresidentCRD 5849309

  • Scott Barsky

    Scott Barsky

    SVPCRD 8042206

  • Madelyn Hottinger

    Madelyn Hottinger

    Senior Associate, Client ServicesCRD 7342024

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
110 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth