AdvisorOS Directory
Claim Profile
Unclaimed Profile
DH

Daren Clark Heitman

AZARIAS CAPITAL MANAGEMENT, L.P.·BERWYN, Pennsylvania
Clean recordAZARIAS CAPITAL MANAGEMENT, L.P.
1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 2100792Firm CRD# 174466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daren Clark Heitman · BERWYN, PA
Registration
CRD #2100792 · AZARIAS CAPITAL MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daren Clark Heitman is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with AZARIAS CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

Speak with Daren

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daren is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
AZARIAS CAPITAL MANAGEMENT, L.P.
AZARIAS CAPITAL MANAGEMENT, L.P.
AUM
$253M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at AZARIAS CAPITAL MANAGEMENT, L.P. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2100792
Firm CRD# 174466
View on FINRA BrokerCheck →

Looking for a financial advisor in BERWYN?

Browse all registered financial advisors in BERWYN, Pennsylvania or claim this profile if it's yours.

Browse BERWYN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daren Clark Heitman offer?
Daren Clark Heitman specializes in Retirement Planning, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Daren Clark Heitman's credentials?
Daren Clark Heitman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daren Clark Heitman located?
Daren Clark Heitman is based in BERWYN, Pennsylvania, working with AZARIAS CAPITAL MANAGEMENT, L.P.. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Daren Clark Heitman charge for services?
Daren Clark Heitman'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 AZARIAS CAPITAL MANAGEMENT, L.P.?
AZARIAS CAPITAL MANAGEMENT, L.P. has approximately 6 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AZARIAS CAPITAL MANAGEMENT, L.P.

Christopher James Gillespie
BERWYN, PA
Joseph Devine Knecht
BERWYN, PA
Timothy John Percarpio
BERWYN, PA
Christopher Scott Caton
BERWYN, PA

More Advisors in BERWYN, Pennsylvania

Mary Elaine Suplee
STRUCTURED ASSET MANAGEMENT, INC.·BERWYN, PA
George Gregory Hagar
CHARTWELL INVESTMENT PARTNERS, LLC·BERWYN, PA
Jeffrey Merrill
VFPE ADVISORS LLC·BERWYN, PA
Stephen Neil Cheifetz
KADES & CHEIFETZ, LLC·BERWYN, PA
Amish Bhasker Desai
RED SPRUCE CAPITAL, LLC·BERWYN, PA
Amy Lynn Magnotta
ATEGENOS CAPITAL, LLC·BERWYN, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)NEWTOWN (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile