Hero Asset Management
Firm details
- Headquarters
- Sandy Springs, Georgia
- CRD number
- 335707
- Website
- heroassetmanagement.com
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hero Asset Management is organized as a limited liability company and is owned by an individual. The firm operates as a capital allocator and charges clients fees as a percentage of assets under management. Its public-facing activities blend insurance brokerage with a range of advisory services: financial planning, portfolio management for individuals and small businesses, selecting third‑party advisers, publishing periodicals or newsletters, and running educational seminars and workshops. The firm is registered in Georgia and does not identify itself as an active ESG investor or a multi‑state adviser.
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
Contacts
1 of 1
Mark Neuman
Director of InsuranceCRD 2622959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sandy Springs, GA
Fulton
Location
Sandy Springs, GA
Headquartered in Sandy Springs, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 7000 Central Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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