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Building 2PATRICIA A. HEATH & ASSOCIATES, INC.

Map pinNORTHFIELD, IL
Phone847-446-9920
NotebookSEC #801-67849
Total AUM
$44.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 CENTRAL AVENUE
SUITE 100/120
NORTHFIELD
IL 60093
United States
Operating Hours
9:00 AM - 5:00 PM
M - TH (AUGUST BY APPOINTMENT ONLY)
Phone
847-446-9920

ReceiptFinancials

Total AUM
$44.6M
Accounts
212
Discretionary
$44.6M
Accounts
212
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

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

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