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Building 2HECKMAN FINANCIAL & INSURANCE SERVICES, INC.

Map pinSAN JOSE, CA
Phone408-297-9800
NotebookSEC #801-132732
Total AUM
$116.4M
Employees
5
Clients
305

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 W SANTA CLARA ST
SUITE 604
SAN JOSE
CA 95113-1125
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
408-297-9800
Other Offices
2

ReceiptFinancials

Total AUM
$116.4M
Accounts
565
Discretionary
$116.4M
Accounts
565
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
218
AUM
$42M
HNW Individual Clients
65
AUM
$67.3M
Pension/Profit Sharing Plan Clients
15
AUM
$6.2M
Charitable Organization Clients
1
AUM
$396K
Corporation or Business Clients
6
AUM
$479K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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