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HEARTWOOD PARTNERS, LLC
Tel: 203-625-0770
301 Merritt 7 Third Floor
Norwalk, Connecticut 06851
HEARTWOOD PARTNERS, LLC
HEARTWOOD PARTNERS, LLC is a Norwalk, Connecticut based financial advisory firm with nearly $1,432,300,000 in assets under management and provides investment advisory services for 19 clients. There are currently 24 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for pooled investment vehicles
Fee Structure:
A percentage of AUM, Performance Based, Other (WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIE
Firm CRD#:
313052
SEC#:
801-120555
No. of Clients:
19
Assets under Management
$1,432,300,000
No. of Advisors:
24
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