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Building 2HELLER WEALTH MANAGEMENT

Map pinMELVILLE, NY
Phone631-248-3600
NotebookSEC #801-61749
Total AUM
$553.9M
Employees
6
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 BROADHOLLOW ROAD
SUITE 215
MELVILLE
NY 11747
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
631-248-3600

ReceiptFinancials

Total AUM
$553.9M
Accounts
787
Discretionary
$553.9M
Accounts
787
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$3.7M
HNW Individual Clients
177
AUM
$470.9M
Pension/Profit Sharing Plan Clients
45
AUM
$77.3M
Corporation or Business Clients
7
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

HandshakeAffiliates

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

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