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HEINZ INVESTMENTS
HEINZ & ASSOCIATES, INC.
CRD 127460
3825 PACES WALK SE, SUITE 200, ATLANTA, GA, 30339, United States
Phone
678-391-3910
Fax
678-391-3911
Registration
— (—)
Source
State registered
Total AUM
$96.8M
Discretionary AUM
$96.8M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; ADVISORY CONSULTATION FEES
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)GENERAL ADVISORY CONSULTATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $2.3M |
| High net worth individuals | 53 | $94.1M |
All web addresses on file
Official SEC filing: View on IAPD