Seth Heine LLC
Firm details
- Headquarters
- ,
- CRD number
- 326952
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Seth Heine LLC operates as an independent registered investment advisor (RIA) focusing on providing financial planning services and portfolio management primarily for individuals and families. The firm is structured as a limited liability company and is owned by an individual. With a commitment to active environmental, social, and governance (ESG) investing, Seth Heine LLC places a strong emphasis on aligning investment strategies with sustainable practices. The firm also engages in insurance brokerage activities, which complements its advisory services.
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 Equities80%
- US Government Bonds7%
- Investment Grade Corp Bonds7%
- State & Local Bonds5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Seth Heine
Chief Executive OfficerCRD 4157384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations