Hero Asset Management

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

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

FINTRX

Overview

Hero Asset Management is organized as a limited liability company and is owned by an individual. The firm operates as a capital allocator and charges clients fees as a percentage of assets under management. Its public-facing activities blend insurance brokerage with a range of advisory services: financial planning, portfolio management for individuals and small businesses, selecting third‑party advisers, publishing periodicals or newsletters, and running educational seminars and workshops. The firm is registered in Georgia and does not identify itself as an active ESG investor or a multi‑state adviser.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Mark Neuman

    Mark Neuman

    Director of InsuranceCRD 2622959

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth