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Heck Capital Advisors, LLC

● SEC registered since 2007CRD 143848SEC# 801-67872Rhinelander, WI
Export (members)
Reg. AUM
$9.67B
Employees
26
Accounts
3,815
Location
Rhinelander, WI

Heck Capital Advisors, LLC assets under management

Heck Capital Advisors, LLC is an SEC-registered investment adviser based in Rhinelander, WI. The firm has been registered since 2007. It reports $9.7 billion in regulatory assets under management and employs 26 people.

Heck Capital Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
David Martin Heck ControlChief Operating Officer50-75%2007
Donna Marie Blamberg ControlChief Compliance Officer /Director Of OperationsUnder 5%2011
Kenneth Robert Heck ControlChief Financial Officer50-75%2007

Frequently asked questions

How much does Heck Capital Advisors, LLC manage?

Heck Capital Advisors, LLC reports $9.7 billion in regulatory assets under management on its Form ADV.

How many employees does Heck Capital Advisors, LLC have?

Heck Capital Advisors, LLC reports 26 employees.

Where is Heck Capital Advisors, LLC located?

Heck Capital Advisors, LLC is based in Rhinelander, WI and has been SEC-registered since 2007.

Does Heck Capital Advisors, LLC disclose fund performance?

Heck Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15 East Anderson Street, Rhinelander, WI 54501
Phone715-361-1500
Fax715-361-1515
Office hours8a.m.-4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.05B
Non-discretionary$5.62B
Total (RAUM)$9.67B