HEITMAN SECURITIES LLC

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
13620
Registered since
May 13, 1983

Firm profile

FINTRX

Overview

Heitman Securities LLC is organized as a limited liability company and has been SEC-registered since 1983. Public filings classify the firm as unclassified and list its ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is marked as not being an active ESG investor. It is also not listed as a multi-state adviser, not newly formed, and does not appear to operate as a pension consultant or related adviser. Filings provided no detail on client segments, fee schedules, specific business activities, or the scope of its advisory services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 14
  • AMANDA GRAY

    Vice PresidentCRD 5849309

  • Scott Barsky

    SVPCRD 8042206

  • Madelyn Hottinger

    Senior Associate, Client ServicesCRD 7342024

Unlock 11 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
110 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth