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Matthew Allen Heimann

LOGIA PORTFOLIO MANAGEMENT, LLC·LEAWOOD, Kansas
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15100 ROSEWOOD STREET, LEAWOOD, KS 66224CRD# 6545081Firm CRD# 269963
01

About

Matthew Allen Heimann is a registered financial advisor based in LEAWOOD, Kansas, affiliated with LOGIA PORTFOLIO MANAGEMENT, LLC. 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
LOGIA PORTFOLIO MANAGEMENT LLC
LOGIA PORTFOLIO MANAGEMENT
AUM
$714M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LOGIA PORTFOLIO MANAGEMENT LLC →
Services
Selection of other advisers
04

Background

Compensation
Other: A PERCENTAGE OF RECURRING INCOME
Regulatory
SEC/IARD CRD# 6545081
Firm CRD# 269963
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Allen Heimann offer?
Matthew Allen Heimann specializes in Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Matthew Allen Heimann's credentials?
Matthew Allen Heimann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Allen Heimann located?
Matthew Allen Heimann is based in LEAWOOD, Kansas, working with LOGIA PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Matthew Allen Heimann charge for services?
Matthew Allen Heimann's firm is compensated through other: a percentage of recurring income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOGIA PORTFOLIO MANAGEMENT, LLC?
LOGIA PORTFOLIO MANAGEMENT, LLC has approximately 1 employees and manages $714M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
OVERLAND PARK (478)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
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Research
Advisor Fees in KansasNational Fee Analysis
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