First Heartland Advisors Inc (Lake St Louis)

Name: First Heartland Advisors Inc
Address: 1839 Lake St Louis Blvd, Lake St Louis, MO, 63367
Telephone: 636-625-0900

First Heartland Advisors Inc is a large advisory firm based in Lake St Louis. It manages $137.06 million of regulatory assets for 650 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Arkansas, California, and 28 other states.

First Heartland Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

First Heartland Advisors: assets under management

The assets under management (AUM) of First Heartland Advisors Inc is $137.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $137.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $210.86 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First Heartland Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at First Heartland Advisors Inc

David Michael Hoff has been acting as President since 1 Mar 1993. Julius Joseph Anderson joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Michael Hoff	President	1 Mar 1993	50% - 75%	1058737
Julius Joseph Anderson	Vice president	1 Mar 1993	50% - 75%	1135890

Based in Lake St Louis

The principal office where First Heartland Advisors Inc performs its advisory services is located at 1839 Lake St Louis Blvd, Lake St Louis, MO 63367, which is also the mailing address of the firm. An additional office of the firm is in Menomonee Falls, WI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 636-625-0900 or by fax 636-625-0990. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.firstheartland.com.