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HECK CAPITAL ADVISORS, LLC

15 East Anderson Street
Rhinelander, Wisconsin 54501
Tel: 715-361-1500

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About HECK CAPITAL ADVISORS, LLC

HECK CAPITAL ADVISORS, LLC, formally registered with the SEC as HECK CAPITAL ADVISORS, LLC. The firm was established in 05/14/2007. They have over 3 offices throughout the country.

HECK CAPITAL ADVISORS, LLC is a Rhinelander, Wisconsin based Financial Planning firm with nearly $5,620,331,499 assets under management, offering retirement planning & investment advisory services to 3475 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#143848
SEC#801-67872
Assets Managed by Firm$5,620,331,499
No. of Clients3475
No. of Advisors21

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other(PROJECT FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total3475$5,620,331,499
Individuals (other than high net worth individuals)633$168,113,446
High net worth individuals385$1,343,283,212
Pension and profit sharing plans30$2,998,300,292
Charitable organizations97$1,091,101,504
Corporations or other businesses12$19,533,045

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