Heartland Investment Advisors Review

Trust Score 85%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.

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Heartland Investment Advisors, federally registered in 2014, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 2 advisors. Heartland Investment Advisors manages $196.6 million and provides investment advisory services for 155 clients (1:78 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,268,382
Hybrid Advisor No
Disciplinary History No
Total AUM $196.6 million
Advisor / Client Ratio 1:78
Headquarters Overland Park, KS
SEC Filings Forms and Brochures    (CRD # 115156)
State(s) Registered KS, MO, TX

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