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Home > Retirement Planners > connecticut > norwalk > HEARTWOOD PARTNERS, LLC
HEARTWOOD PARTNERS, LLC
301 Merritt 7
Third Floor
Norwalk, Connecticut 06851
Tel: 203-625-0770
About HEARTWOOD PARTNERS, LLC
HEARTWOOD PARTNERS, LLC, formally registered with the SEC as HEARTWOOD PARTNERS, LLC. The firm was established in 03/18/2021. They have over 1 offices throughout the country.
HEARTWOOD PARTNERS, LLC is a Norwalk, Connecticut based Financial Planning firm with nearly $1,432,300,000 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313052 |
| SEC# | 801-120555 |
| Assets Managed by Firm | $1,432,300,000 |
| No. of Clients | 19 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 19 | $1,432,300,000 |
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