Unclaimed Profile

Sandra K. Heidenreich

HM CAPITAL MANAGEMENT INC·INDIANAPOLIS, Indiana

Clean record27 years registeredHM CAPITAL MANAGEMENT INC

218 E. 10TH STREET, INDIANAPOLIS, IN 46202CRD# 4362921Firm CRD# 110196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sandra K. Heidenreich · INDIANAPOLIS, IN

Registration

CRD #4362921 · HM CAPITAL MANAGEMENT INC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HM CAPITAL MANAGEMENT INC

HM CAPITAL MANAGEMENT INC

Dec 1998 – Dec 2018

INDIANAPOLIS, IN

Registrations & Exams

Registration record

First registered · December 1, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HM CAPITAL MANAGEMENT INC

CRD 110196 · SEC 801-41803

AUM

$64M

Regulatory assets under management

Employees

1 client accounts

Services offered by HM CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HM CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Sandra K. Heidenreich offer?

Sandra K. Heidenreich specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Sandra K. Heidenreich's credentials?

Sandra K. Heidenreich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sandra K. Heidenreich located?

Sandra K. Heidenreich is based in INDIANAPOLIS, Indiana, last registered with HM CAPITAL MANAGEMENT INC.

How does Sandra K. Heidenreich charge for services?

Sandra K. Heidenreich'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 HM CAPITAL MANAGEMENT INC?

HM CAPITAL MANAGEMENT INC has approximately 1 employees and manages $64M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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