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Richard Heller

AIS CAPITAL MANAGEMENT L.P.·WILTON, Connecticut
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187 DANBURY RD, WILTON, CT 06897-0806CRD# 6256207Firm CRD# 107971
01

About

Richard Heller is a registered financial advisor based in WILTON, Connecticut, affiliated with AIS CAPITAL MANAGEMENT L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
AIS CAPITAL MANAGEMENT L.P.
AIS CAPITAL MANAGEMENT L.P.
AUM
$168M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AIS CAPITAL MANAGEMENT L.P. →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6256207
Firm CRD# 107971
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Heller offer?
Richard Heller specializes in Investment Management, Retirement Planning. Contact their office in WILTON, Connecticut for a consultation.
What are Richard Heller's credentials?
Richard Heller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Heller located?
Richard Heller is based in WILTON, Connecticut, working with AIS CAPITAL MANAGEMENT L.P.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Richard Heller charge for services?
Richard Heller's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AIS CAPITAL MANAGEMENT L.P.?
AIS CAPITAL MANAGEMENT L.P. has approximately 3 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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