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Building 2HEIRLOOM INVESTMENT MANAGEMENT LLC

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Phone484-352-3867
NotebookSEC #801-107295
Total AUM
$116.9M
Employees
5
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 6PM
Monday - Friday
Phone
484-352-3867

ReceiptFinancials

Total AUM
$116.9M
Accounts
5
Discretionary
$41.5M
Accounts
4
Non-Discretionary
$75.4M
Accounts
1

ContactClients

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Pooled Vehicle Clients
3
AUM
$96.7M
Corporation or Business Clients
1
AUM
$20.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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