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Richard Paul Heilig

WHEATLAND ADVISORS INC·LANCASTER, Pennsylvania
Unclaimed Profile
144 EAST CHESTNUT ST, LANCASTER, PA 17602CRD# 4347661Firm CRD# 105026
01

About

Richard Paul Heilig is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with WHEATLAND ADVISORS INC. 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
03

Firm Overview

Firm
WHEATLAND ADVISORS INC
WHEATLAND ADVISORS INC
AUM
$115M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WHEATLAND ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4347661
Firm CRD# 105026
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Paul Heilig offer?
Richard Paul Heilig specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Richard Paul Heilig's credentials?
Richard Paul Heilig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Paul Heilig located?
Richard Paul Heilig is based in LANCASTER, Pennsylvania, working with WHEATLAND ADVISORS INC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Richard Paul Heilig charge for services?
Richard Paul Heilig's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHEATLAND ADVISORS INC?
WHEATLAND ADVISORS INC has approximately 9 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
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