Larry Heller & Associates

Trust Score 95%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Larry Heller & Associates, federally registered in 2003, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 1 advisors. Larry Heller & Associates manages $214.0 million and provides investment advisory services for 136 clients (1:136 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,573,529
Hybrid Advisor No
Disciplinary History No
Total AUM $214.0 million
Advisor / Client Ratio 1:136
Headquarters Melville, NY
SEC Filings Forms and Brochures    (CRD # 124261)
State(s) Registered FL, NJ, NY

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