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Heeg Albert Joseph Jr. (Alameda)


Heeg Albert Joseph Jr. is a large advisory firm based in Alameda. It manages $531.65 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Massachusetts, New York, and Vermont.




Heeg Albert Joseph Jr provides financial planning services, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Heeg Albert Joseph Jr: assets under management

The assets under management (AUM) of Heeg Albert Joseph Jr. is $531.65 million. The firm's AUM has grown by 142% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $97.6 million in discretionary accounts and $434.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.84 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $434.06 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Heeg Albert Joseph Jr. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alameda

The principal office where Heeg Albert Joseph Jr. performs its advisory services is located at 2231 Harbor Bay Parkway, Alameda, CA 94502, which is also the mailing address of the firm. An additional office of the firm is in Needham, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-864-2900 or by fax 510-864-2901. The normal business hours are 8am to 5pm on Monday - Friday.


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