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HELLER WEALTH MANAGEMENT

Tel: 631-248-3600
225 Broadhollow Road
Suite 215
Melville, New York  11747

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HELLER WEALTH MANAGEMENT

HELLER WEALTH MANAGEMENT is a Melville, New York based financial advisory firm with nearly $404,135,430 in assets under management and provides investment advisory services for 717 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

124261

SEC#:

801-61749

No. of Clients:

717

Assets under Management

$404,135,430

No. of Advisors:

6

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