HEARTWOOD PARTNERS, LLC

NORWALK, Connecticut·3 registered advisors·CRD# 313052
SEC# 801-1205550203-625-0770
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
24
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES
03

Specialties

Retirement Planning
04

Advisors at HEARTWOOD PARTNERS, LLC

3 registered advisors
Berat Nmn Rifati
NORWALK, Connecticut
Mark Douglas Allsteadt
NORWALK, Connecticut
Robert Scott Tucker
NORWALK, Connecticut
05

Office Locations

NORWALK, Connecticut
3 advisors

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Data sourced from SEC Form ADV filings. HEARTWOOD PARTNERS, LLC (CRD# 313052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.