Heartland Northeast LLC
Firm details
- Headquarters
- ,
- CRD number
- 334646
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI74.63%
- Individuals25.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Heartland Northeast LLC is an independent, New York–registered limited liability company focused on serving individual and family clients. The firm is owned by an individual and combines advisory services with insurance and financial product distribution — it is registered as an insurance broker and as a seller of other financial products. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. Fee arrangements reported include percentage-of-AUM, fixed fees, and other fee types. The firm does not present itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations