Adviser Profile
| As of Date | 05/08/2025 |
| Registration status | Registration Changed to HECKMAN FINANCIAL & INSURANCE SERVICES, INC. |
| ADV Location | SAN JOSE, CA, United States |
| Contact Info | 408 xxxxxxx |
| Websites |
| AUM* | 114,394,000 39% |
| of that, discretionary | 114,394,000 39% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 363,156 12% |
| % High Net Worth | 36.25% 46% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds