P.A. HEATH & ASSOCIATES, INC.

PATRICIA A. HEATH & ASSOCIATES, INC.
NORTHFIELD, Illinois·1 registered advisor·CRD# 140389
SEC# 801-67849847-446-9920
01

Firm Overview

AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at P.A. HEATH & ASSOCIATES, INC.

1 registered advisor
Patricia Ann Heath
NORTHFIELD, Illinois
05

Office Locations

NORTHFIELD, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. P.A. HEATH & ASSOCIATES, INC. (CRD# 140389) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.