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Joshua Burch Heims

LINCOLN SPARROW ADVISORS, LLC·WILLIAMSVILLE, New York
Clean recordLINCOLN SPARROW ADVISORS, LLC
5920 MAIN STREET, WILLIAMSVILLE, NY 14221CRD# 4676576Firm CRD# 167632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Burch Heims · WILLIAMSVILLE, NY
Registration
CRD #4676576 · LINCOLN SPARROW ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joshua Burch Heims is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with LINCOLN SPARROW ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LINCOLN SPARROW ADVISORS, LLC
LINCOLN SPARROW ADVISORS, LLC
AUM
$39M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LINCOLN SPARROW ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4676576
Firm CRD# 167632
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Burch Heims offer?
Joshua Burch Heims specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Joshua Burch Heims's credentials?
Joshua Burch Heims is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Burch Heims located?
Joshua Burch Heims is based in WILLIAMSVILLE, New York, working with LINCOLN SPARROW ADVISORS, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Joshua Burch Heims charge for services?
Joshua Burch Heims'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 LINCOLN SPARROW ADVISORS, LLC?
LINCOLN SPARROW ADVISORS, LLC has approximately 3 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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