Heartland Northeast LLC

Overview

Heartland Northeast LLC is a small, owner-operated independent registered investment adviser that combines financial planning with insurance brokerage services. The firm’s client base is individual and family households; it runs a fee model that includes a percentage of assets under management, fixed fees and other fee arrangements. Heartland Northeast does not position itself as a capital allocator to third‑party alternative fund managers and is not an active ESG investor. Filings indicate the advisory work is delivered in a non‑discretionary capacity, with a focus on placing clients into packaged public funds and insurance products rather than direct stock selection or complex institutional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices