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Theodore Joseph Hiegel

Heritage Asset Managers, Inc.

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About Theodore Joseph Hiegel

Theodore Joseph Hiegel is an investment advisor representative with Heritage Asset Managers, Inc. Theodore has been with Heritage Asset Managers, Inc. since January 2005. Theodore is registered with the state of Arkansas. Theodore has a Series 65 license and is also a Chartered Financial Analyst.

Firm Information

Theodore Hiegel is currently registered with Heritage Asset Managers, Inc.. Heritage Asset Managers, Inc. is an investment advisor based in [Location of main office]. The firm provides portfolio management services to individuals, corporations and charitable organizations. They manage approximately $74.6 million in assets.

$74.60M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio consultation

Portfolio consultation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets for consult only accounts

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Theodore Hiegel’s Registration & Firm History

AR

05/15/2018 - Present

Heritage Asset Managers, Inc. (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 10/20/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore Joseph Hiegel.
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