HEITZMAN ADVISORY GROUP, INC.
CRD #109763 SEC #801-60020 GRAND RAPIDS, MI 616-774-2372
SEC Registered
Total AUM
$23.8M
Discretionary
$0
Employees
5
Clients
0
Accounts
124
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEITZMAN, JEFFREY, JAMES | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| HEITZMAN, JEFFREY, JAMES | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HEITZMAN, JEFFREY, JAMES | I | HEITZMAN ADVISORY GROUP, INC. | E | Control |
| HEITZMAN, JEFFREY, JAMES | I | HEITZMAN ADVISORY GROUP, INC. | E | Control |
Registrations
Federal
IA
Apr 1, 2002 REGISTERED
Notice Filings (2)
FL MI
Address
233 EAST FULTON STREETSUITE 216
GRAND RAPIDS, MI 49503
USA
Phone: 616-774-2372