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Heisten Financial, LLC

● SEC registered since 2021CRD 315647SEC# 801-122026Anchorage, AK
Export (members)
Reg. AUM
$168.7M
Employees
4
Accounts
490
Location
Anchorage, AK

Heisten Financial, LLC assets under management

Heisten Financial, LLC is a registered investment adviser overseen by the SEC based in Anchorage, AK. The firm has been registered since 2021. It reports $168.7 million in regulatory assets under management and employs 4 people.
www.heistenfinancial.comView on SEC.gov ↗

Heisten Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Christopher Lee Heisten ControlManaging Principal/Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Heisten Financial, LLC manage?

Heisten Financial, LLC reports $168.7 million in regulatory assets under management on its Form ADV.

How many employees does Heisten Financial, LLC have?

Heisten Financial, LLC reports 4 employees.

Where is Heisten Financial, LLC located?

Heisten Financial, LLC is based in Anchorage, AK and has been SEC-registered since 2021.

Does Heisten Financial, LLC disclose fund performance?

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

Contact & registration

Address3150 C Street, Suite 225, Anchorage, AK 99503
Phone907-222-6270
Fax844-212-7621
Office hours9a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$168.7M
Non-discretionary$0
Total (RAUM)$168.7M