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HEITMAN REAL ESTATE SECURITIES LLC

110 North Wacker Drive
Suite 4000
Chicago, Illinois 60606-1615
Tel: 312-855-5700

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About HEITMAN REAL ESTATE SECURITIES LLC

HEITMAN REAL ESTATE SECURITIES LLC, formally registered with the SEC as HEITMAN REAL ESTATE SECURITIES LLC. The firm was established in 01/24/1995. They have over 7 offices throughout the country.

HEITMAN REAL ESTATE SECURITIES LLC is a Chicago, Illinois based Financial Planning firm with nearly $2,306,501,866 assets under management, offering retirement planning & investment advisory services to 29 clients. The firm is staffed with 147 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107134
SEC#801-48252
Assets Managed by Firm$2,306,501,866
No. of Clients29
No. of Advisors147

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total29$2,306,501,866
Pension and profit sharing plans5$328,802,452
Corporations or other businessesFewer than 5 clients$58,588,417

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