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Thomas Neil Heppler

FOURTH STREET PERFORMANCE PARTNERS, INC.·COVINGTON, Kentucky
Unclaimed Profile
211 GARRARD STREET, COVINGTON, KY 41011CRD# 2522517Firm CRD# 107339
01

About

Thomas Neil Heppler is a registered financial advisor based in COVINGTON, Kentucky, affiliated with FOURTH STREET PERFORMANCE PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
FOURTH STREET PERFORMANCE PARTNERS, INC.
FOURTH STREET PERFORMANCE PARTNERS, INC.
AUM
$4.8B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at FOURTH STREET PERFORMANCE PARTNERS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2522517
Firm CRD# 107339
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Neil Heppler offer?
Thomas Neil Heppler specializes in Investment Management, Wealth Management. Contact their office in COVINGTON, Kentucky for a consultation.
What are Thomas Neil Heppler's credentials?
Thomas Neil Heppler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Neil Heppler located?
Thomas Neil Heppler is based in COVINGTON, Kentucky, working with FOURTH STREET PERFORMANCE PARTNERS, INC.. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.
How does Thomas Neil Heppler charge for services?
Thomas Neil Heppler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOURTH STREET PERFORMANCE PARTNERS, INC.?
FOURTH STREET PERFORMANCE PARTNERS, INC. has approximately 14 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COVINGTON
Robin Minto Lang — JOURNEY ADVISORY GROUP, LLCTerrence Michael Veith — EGATEWAY CAPITAL, LLCDavid Lee Harris — MCF ADVISORS, LLCRobert Bruce Sathe — MCF ADVISORS, LLCMichael James Dutton — EGATEWAY CAPITAL, LLC
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideLEXINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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