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Linda Tanabe Heifets

PENECO INVESTMENTS LLC·GREENWOOD VILLAGE, Colorado
Unclaimed Profile
5231 S QUEBEC STREET, GREENWOOD VILLAGE, CO 80111CRD# 4377630Firm CRD# 108939
01

About

Linda Tanabe Heifets is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with PENECO INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PENECO INVESTMENTS LLC
PENECO INVESTMENTS LLC
AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PENECO INVESTMENTS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4377630
Firm CRD# 108939
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Linda Tanabe Heifets offer?
Linda Tanabe Heifets specializes in Investment Management, Fee-Only Advisory. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Linda Tanabe Heifets's credentials?
Linda Tanabe Heifets is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Tanabe Heifets located?
Linda Tanabe Heifets is based in GREENWOOD VILLAGE, Colorado, working with PENECO INVESTMENTS LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Linda Tanabe Heifets charge for services?
Linda Tanabe Heifets's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENECO INVESTMENTS LLC?
PENECO INVESTMENTS LLC has approximately 1 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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