Heinz Global Asset Management, Inc.
RIASEC Registered
Total AUM
$31M
Discretionary
$31M
100% of AUM
Avg account
$1.1M
Accounts
28
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 155610
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Heinz Global Asset Management, Inc. is an independent registered investment adviser that manages portfolios primarily for individuals and families, with some business and institutional accounts. The firm charges a percentage-of-assets fee and also evaluates performance-based fee arrangements. Its advisory work focuses on discretionary portfolio management rather than consultant or multi-state advisory practices. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities40%
- Public Funds/Mutual Funds40%
- US Government Bonds10%
- State & Local Bonds10%
Owners & executives
1 of 1
Henry Molloy
CEO and CCOCRD 2840565
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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