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Gregory Allen Dorsch

HEARTLAND CAPITAL ADVISORS, L.C.·INDEPENDENCE, Missouri
Unclaimed Profile
4200 LITTLE BLUE PARKWAY, INDEPENDENCE, MO 64057CRD# 1055137Firm CRD# 116127
01

About

Gregory Allen Dorsch is a registered financial advisor based in INDEPENDENCE, Missouri, affiliated with HEARTLAND CAPITAL ADVISORS, L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HEARTLAND CAPITAL ADVISORS, L.C.
HEARTLAND CAPITAL ADVISORS, L.C.
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HEARTLAND CAPITAL ADVISORS, L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1055137
Firm CRD# 116127
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Allen Dorsch offer?
Gregory Allen Dorsch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Missouri for a consultation.
What are Gregory Allen Dorsch's credentials?
Gregory Allen Dorsch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Allen Dorsch located?
Gregory Allen Dorsch is based in INDEPENDENCE, Missouri, working with HEARTLAND CAPITAL ADVISORS, L.C.. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Gregory Allen Dorsch charge for services?
Gregory Allen Dorsch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEARTLAND CAPITAL ADVISORS, L.C.?
HEARTLAND CAPITAL ADVISORS, L.C. has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in INDEPENDENCE
Kenneth David Stockard — HEARTLAND CAPITAL ADVISORS, L.C.Kenneth Allen Woodruff — HEARTLAND CAPITAL ADVISORS, L.C.Ronald Clark Finke — STEWARDSHIP CAPITAL, LTD.Gregory Clark Finke — STEWARDSHIP CAPITAL, LTD.Eldon Eugene Anderson — EQUITY WEALTH PARTNERS, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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