Heyman Investment Counseling LLC
Firm details
- Headquarters
- ,
- CRD number
- 166456
- Custodians
- CHARLES SCHWAB & CO., INC., PNC INVESTMENTS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.63%
- Individuals3.37%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Heyman Investment Counseling LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients and uses a mix of percentage-of-AUM and fixed-fee billing. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a capital allocator; its model centers on discretionary and non-discretionary portfolio advisory rather than sponsoring private fund vehicles.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities66%
- US Government Bonds24%
- Cash & Cash Equivalents6%
- Other2%
- State & Local Bonds1%
Contacts
2 of 2
Alexander Heyman
AssociateCRD 8259419
Michael Heyman
Managing MemberCRD 2626240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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