Steven Hecht Investments, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 145639
- Website
- www.lonewolfcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.78%
- Charitable Organizations6.35%
- Individuals5.87%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Steven Hecht Investments, Inc. operates as a corporation focused on providing investment advisory services primarily to individuals and families, as well as institutional clients. The firm emphasizes portfolio management for individuals and small businesses, utilizing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it has carved out a niche in managing discretionary assets, allowing for tailored investment strategies that align with client goals.
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 Equities100%
Contacts
1 of 1
Steven Hecht
FounderCRD 5446851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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