Investment adviser · CRD 110837

ALBERT HEEG INVESTMENT MANAGEMENT

Investment adviser filing (IA)

HEEG ALBERT JOSEPH JR.

ALAMEDA, CA, United States · Form ADV filed Apr 28, 2014

Regulatory AUM
$532M
Form ADV · Item 5.F
Client accounts
10
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 28, 2014. View historical filings

Reported services

Financial planning · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

2231 HARBOR BAY PARKWAY
ALAMEDA, CA, 94502, United States

CRD 110837

Filing source

Form ADV 820670 · Apr 28, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.