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Brad Kenneth Heindel

46 PEAKS LLC·NEWTOWN, Pennsylvania
Unclaimed Profile
760 NEWTOWN YARDLEY ROAD, NEWTOWN, PA 18940CRD# 3078426Firm CRD# 306902
01

About

Brad Kenneth Heindel is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with 46 PEAKS LLC. 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
46 PEAKS LLC
46 PEAKS INVESTMENT ADVISORY GROUP
AUM
$198M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at 46 PEAKS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3078426
Firm CRD# 306902
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brad Kenneth Heindel offer?
Brad Kenneth Heindel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Brad Kenneth Heindel's credentials?
Brad Kenneth Heindel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brad Kenneth Heindel located?
Brad Kenneth Heindel is based in NEWTOWN, Pennsylvania, working with 46 PEAKS LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Brad Kenneth Heindel charge for services?
Brad Kenneth Heindel'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 46 PEAKS LLC?
46 PEAKS LLC has approximately 4 employees and manages $198M 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
Advisor Fees in PennsylvaniaNational Fee Analysis
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