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Building 2HEATHER AGENCY, INC.

Map pinCHRISTIANA, DE
Phone302-454-7758
NotebookSEC #801-61111
Total AUM
$200M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
56 WEST MAIN STREET SUITE 109
CHRISTIANA
DE 19702
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
302-454-7758

ReceiptFinancials

Total AUM
$200M
Accounts
3,000
Discretionary
$0
Accounts
0
Non-Discretionary
$200M
Accounts
3,000

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEPA

HandshakeAffiliates

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

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