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Heckman Financial & Insurance Services, Inc.

● SEC registered since 2025CRD 111549SEC# 801-132732San Jose, CA
Export (members)
Reg. AUM
$114.4M
Employees
4
Accounts
315
Location
San Jose, CA

Heckman Financial & Insurance Services, Inc. assets under management

Heckman Financial & Insurance Services, Inc. is an investment advisory firm registered with the SEC based in San Jose, CA. The firm has been registered since 2025. It reports $114.4 million in regulatory assets under management and employs 4 people.
www.worrylesswealth.comView on SEC.gov ↗

Heckman Financial & Insurance Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Eric Ray Heckman ControlPresident/Chief Compliance OfficerOver 75%1992

Frequently asked questions

How much does Heckman Financial & Insurance Services, Inc. manage?

Heckman Financial & Insurance Services, Inc. reports $114.4 million in regulatory assets under management on its Form ADV.

How many employees does Heckman Financial & Insurance Services, Inc. have?

Heckman Financial & Insurance Services, Inc. reports 4 employees.

Where is Heckman Financial & Insurance Services, Inc. located?

Heckman Financial & Insurance Services, Inc. is based in San Jose, CA and has been SEC-registered since 2025.

Does Heckman Financial & Insurance Services, Inc. disclose fund performance?

Heckman Financial & Insurance Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address333 W Santa Clara St, Suite 604, San Jose, CA 95113-1125
Phone408-297-9800
Fax408-297-9899
Office hours9 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.4M
Non-discretionary$0
Total (RAUM)$114.4M