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Kevin Martin Heerdt

ELM RIDGE CAPITAL MANAGEMENT, LLC·IRVINGTON, New York
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3 WEST MAIN STREET, IRVINGTON, NY 10533CRD# 2006857Firm CRD# 138549
01

About

Kevin Martin Heerdt is a registered financial advisor based in IRVINGTON, New York, affiliated with ELM RIDGE CAPITAL MANAGEMENT, LLC. 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
ELM RIDGE CAPITAL MANAGEMENT, LLC
ELM RIDGE CAPITAL MANAGEMENT, LLC
AUM
$206M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at ELM RIDGE CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2006857
Firm CRD# 138549
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Martin Heerdt offer?
Kevin Martin Heerdt specializes in Retirement Planning. Contact their office in IRVINGTON, New York for a consultation.
What are Kevin Martin Heerdt's credentials?
Kevin Martin Heerdt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Martin Heerdt located?
Kevin Martin Heerdt is based in IRVINGTON, New York, working with ELM RIDGE CAPITAL MANAGEMENT, LLC. Their office serves clients in the IRVINGTON metropolitan area and surrounding communities.
How does Kevin Martin Heerdt charge for services?
Kevin Martin Heerdt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELM RIDGE CAPITAL MANAGEMENT, LLC?
ELM RIDGE CAPITAL MANAGEMENT, LLC has approximately 15 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IRVINGTON
Daniel J Siracuse — ELM RIDGE CAPITAL MANAGEMENT, LLCJeffery B Holl — ELM RIDGE MANAGEMENT, LLCAshees Jain — MA ASSET MANAGEMENT, LLCJoseph Paul Marra — MA ASSET MANAGEMENT, LLCDavid J Lemma — BLUE ELEPHANT CAPITAL MANAGEMENT, LLC
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