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Daniel Platt Tredwell

HEARTLAND INDUSTRIAL GROUP, LLC·STAMFORD, Connecticut
Unclaimed Profile
263 TRESSER BLVD, 9TH FLOOR, STAMFORD, CT 06901-3236CRD# 2303659Firm CRD# 161323
01

About

Daniel Platt Tredwell is a registered financial advisor based in STAMFORD, Connecticut, affiliated with HEARTLAND INDUSTRIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HEARTLAND INDUSTRIAL GROUP, LLC
HEARTLAND INDUSTRIAL GROUP, LLC
AUM
$221M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at HEARTLAND INDUSTRIAL GROUP, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2303659
Firm CRD# 161323
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Platt Tredwell offer?
Daniel Platt Tredwell specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Daniel Platt Tredwell's credentials?
Daniel Platt Tredwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Platt Tredwell located?
Daniel Platt Tredwell is based in STAMFORD, Connecticut, working with HEARTLAND INDUSTRIAL GROUP, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Daniel Platt Tredwell charge for services?
Daniel Platt Tredwell's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEARTLAND INDUSTRIAL GROUP, LLC?
HEARTLAND INDUSTRIAL GROUP, LLC is a registered investment adviser with the SEC, managing $221M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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