Heitman Securities LLC

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
15
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 registered with the SEC since 1983. Available filings identify its ownership as a combination of a domestic entity and an individual. The firm's regulatory filing does not assign one of the usual adviser classifications and the record supplies only a high-level profile: it is not designated as a capital allocator, not flagged as an active ESG investor, and it is not identified as a multi-state adviser, pension consultant, or related adviser. The firm has not provided descriptive material about its advisory or business activities, client types, or fee structure in the sources reviewed. That limited disclosure constrains any assessment of investment style, target clients, or how the firm implements portfolios.

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 15
  • Amanda Gray

    Amanda Gray

    Vice PresidentCRD 5849309

  • Scott Barsky

    Scott Barsky

    SVPCRD 8042206

  • Madelyn Hottinger

    Madelyn Hottinger

    Senior Associate, Client ServicesCRD 7342024

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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