FIRST HEARTLAND CONSULTANTS, INC.

LAKE ST. LOUIS, MO

636-625-0900

SEC #801-46595

Total AUM

$2.1B

Employees

Clients

6,461

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

4101 LAKE ST. LOUIS BLVD
LAKE ST. LOUIS
MO 63367
United States

Operating Hours

8:00 AM - 4:30 PM
Monday - Friday

Phone

636-625-0900

Other Offices

Financials

Total AUM

$2.1B

Accounts

9,610

Discretionary

$1.9B

Accounts

9,498

Non-Discretionary

$206.2M

Accounts

112

Clients

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Individual Clients

6,041

AUM

$1.3B

HNW Individual Clients

309

AUM

$540.5M

Pension/Profit Sharing Plan Clients

AUM

$198.1M

Charitable Organization Clients

AUM

$5.3M

Corporation or Business Clients

AUM

$9.8M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation

State Registrations

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Affiliates

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Affiliates

Reported 4 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.