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William Thomas Heflin

KINETIC VENTURES, L.L.C.·CHEVY CHASE, Maryland
Unclaimed Profile
TWO WISCONSIN CIRCLE, SUITE 700, CHEVY CHASE, MD 20815CRD# 5379558Firm CRD# 144453
01

About

William Thomas Heflin is a registered financial advisor based in CHEVY CHASE, Maryland, affiliated with KINETIC VENTURES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KINETIC VENTURES, L.L.C.
KINETIC VENTURES, L.L.C.
AUM
$92M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at KINETIC VENTURES, L.L.C. →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: PERCENTAGE OF COMMITTED CAPITAL
Regulatory
SEC/IARD CRD# 5379558
Firm CRD# 144453
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Thomas Heflin offer?
William Thomas Heflin specializes in Retirement Planning. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are William Thomas Heflin's credentials?
William Thomas Heflin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Thomas Heflin located?
William Thomas Heflin is based in CHEVY CHASE, Maryland, working with KINETIC VENTURES, L.L.C.. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does William Thomas Heflin charge for services?
William Thomas Heflin's firm is compensated through performance-based fees, other: percentage of committed capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINETIC VENTURES, L.L.C.?
KINETIC VENTURES, L.L.C. is a registered investment adviser with the SEC, managing $92M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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