HEP PARTNERS LLC

2200 Ross Avenue
Suite 4600w
Dallas, Texas 75201
Tel: 214-615-2300

About HEP PARTNERS LLC

HEP PARTNERS LLC, formally registered with the SEC as HEP PARTNERS LLC. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

HEP PARTNERS LLC is a Dallas, Texas based Financial Planning firm with nearly $221,402,131 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161386
SEC#	801-74116
Assets Managed by Firm	$221,402,131
No. of Clients	11
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$221,402,131

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