HEARD CAPITAL LLC

1 North Wacker
Suite 3650
Chicago, Illinois 60606
Tel: 312-786-5210

About HEARD CAPITAL LLC

HEARD CAPITAL LLC, formally registered with the SEC as HEARD CAPITAL LLC. The firm was established in 12/02/2019. They have over 1 offices throughout the country.

HEARD CAPITAL LLC is a Chicago, Illinois based Financial Planning firm with nearly $1,651,430,029 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297176
SEC#	801-117709
Assets Managed by Firm	$1,651,430,029
No. of Clients	15
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$1,651,430,029

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