L. Jane Heist Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 152785
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.16%
- Individuals36.84%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
L. Jane Heist Wealth Management, Inc. is a corporation focused on providing personalized investment management services primarily for individuals and families. The firm specializes in portfolio management and offers pension consulting services, catering to a client base that values tailored financial strategies. L. Jane Heist Wealth Management, Inc. operates on a fee structure based on a percentage of assets under management, which aligns the firm’s interests with those of its clients. The firm does not engage in capital allocation or active ESG investing, and it is not classified as a multi-state adviser.
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 Equities48%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents16%
- State & Local Bonds3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Lynda Heist
PresidentCRD 4766060
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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