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Jr. Gerald Heap

EAGLE CAPITAL MANAGEMENT, LLC·MANDEVILLE, Louisiana
Unclaimed Profile
1417 WEST CAUSEWAY APPROACH, MANDEVILLE, LA 70471CRD# 7160851Firm CRD# 110177
01

About

Jr. Gerald Heap is a registered financial advisor based in MANDEVILLE, Louisiana, affiliated with EAGLE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
EAGLE CAPITAL MANAGEMENT, LLC
EAGLE CAPITAL MANAGEMENT, LLC
AUM
$396M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at EAGLE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7160851
Firm CRD# 110177
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jr. Gerald Heap offer?
Jr. Gerald Heap specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MANDEVILLE, Louisiana for a consultation.
What are Jr. Gerald Heap's credentials?
Jr. Gerald Heap is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr. Gerald Heap located?
Jr. Gerald Heap is based in MANDEVILLE, Louisiana, working with EAGLE CAPITAL MANAGEMENT, LLC. Their office serves clients in the MANDEVILLE metropolitan area and surrounding communities.
How does Jr. Gerald Heap charge for services?
Jr. Gerald Heap'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 EAGLE CAPITAL MANAGEMENT, LLC?
EAGLE CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MANDEVILLE
Calvin J Foster-Billiot — KROPOG FINANCIAL GROUP, LLCThe Estate Of Michael Evans Frazier — ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLCMichael William Rohm — EAGLE CAPITAL MANAGEMENT, LLCKenneth Norman Ross — EAGLE CAPITAL MANAGEMENT, LLCScott Bayley Gill — ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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