HERO ASSET MANAGEMENT
Firm details
- Headquarters
- SANDY SPRINGS, Georgia
- CRD number
- 335707
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hero Asset Management is a limited liability company that operates primarily as a capital allocator. The firm focuses on various investment strategies, including financial planning services and portfolio management for individuals and small businesses. They also engage in the selection of other advisers and provide educational resources through publications and seminars. While they do not actively pursue ESG investments, their approach encompasses a broad range of investment activities, including insurance brokerage.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1MARK NEUMAN
Director of InsuranceCRD 2622959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANDY SPRINGS, GA
FULTON
Location
SANDY SPRINGS, GA
Headquartered in SANDY SPRINGS, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 7000 Central Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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