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William Jeffrey Heng

AVIVA INVESTORS NORTH AMERICA, INC.·DES MOINES, Iowa
Unclaimed Profile
215 10TH STREET, DES MOINES, IA 50309CRD# 6219781Firm CRD# 109481
01

About

William Jeffrey Heng is a registered financial advisor based in DES MOINES, Iowa, affiliated with AVIVA INVESTORS NORTH AMERICA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
AVIVA INVESTORS NORTH AMERICA, INC.
AVIVA INVESTORS NORTH AMERICA, INC.
AUM
$242M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at AVIVA INVESTORS NORTH AMERICA, INC. →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6219781
Firm CRD# 109481
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Jeffrey Heng offer?
William Jeffrey Heng specializes in Wealth Management. Contact their office in DES MOINES, Iowa for a consultation.
What are William Jeffrey Heng's credentials?
William Jeffrey Heng is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Jeffrey Heng located?
William Jeffrey Heng is based in DES MOINES, Iowa, working with AVIVA INVESTORS NORTH AMERICA, INC.. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.
How does William Jeffrey Heng charge for services?
William Jeffrey Heng'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 AVIVA INVESTORS NORTH AMERICA, INC.?
AVIVA INVESTORS NORTH AMERICA, INC. has approximately 1 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DES MOINES
David Michael Blake — PRINCIPAL GLOBAL INVESTORS, LLCJoyce Nixson Hoffman — PRINCOR FINANCIAL SERVICES CORPORATIONSamuel B O'brien — CAPITAL VIEW WEALTH MANAGEMENT, LLCEdward C Poulsen — AVIVA INVESTORS NORTH AMERICA, INC.Larry Donald Zimpleman — PRINCIPAL GLOBAL INVESTORS, LLC
Nearby cities in Iowa
WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
WEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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