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Building 2HEARTWOOD INVESTMENTS, INC.

Map pinWATERLOO, IA
Phone(319) 233-1717
NotebookSEC #801-68579
Total AUM
$40.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
216 EAST FOURTH STREET
WATERLOO
IA 50703-4702
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(319) 233-1717

ReceiptFinancials

Total AUM
$40.6M
Accounts
21
Discretionary
$40.6M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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

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