| Name | Title | Ownership | Since |
|---|---|---|---|
| Karla Renee Hoppes Control | Chief Compliance Officer And Managing Member | 50-75% | 2023 |
| Robert Micheal Heaton Control | Member | 25-50% | 2023 |
The Heaton Hoppes Group, LLC reports $155 million in regulatory assets under management on its Form ADV.
The Heaton Hoppes Group, LLC reports 3 employees.
The Heaton Hoppes Group, LLC is based in Cedar Falls, IA and has been SEC-registered since 2018.
The Heaton Hoppes Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 411 Viking Road, Suite a, Cedar Falls, IA 50613 |
| Phone | 319-266-6507 |
| Fax | 319-266-6601 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $155M |
| Non-discretionary | $0 |
| Total (RAUM) | $155M |