Seth Heine LLC

Overview

Seth Heine LLC is a Florida-based, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm targets individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, charges fees as a percentage of assets under management, and identifies as an active ESG investor. The adviser is state-registered in Florida and does not describe itself as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices