HEEG ALBERT JOSEPH JR.
Legal name: ALBERT HEEG INVESTMENT MANAGEMENT
CRD #110837 SEC #801-44891 ALAMEDA, CA 510-864-2900
SEC Registered
Total AUM
$245.5M
Discretionary
$245.5M
Employees
1
Clients
1
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2014 | $531.7M | $97.6M | $434.1M | 2 | 1 |
| Mar 2014 | $531.7M | $97.6M | $434.1M | 2 | 1 |
| Mar 2013 | $246.5M | $246.5M | $0 | 2 | 1 |
| Mar 2012 | $245.5M | $245.5M | $0 | 1 | 1 |
| May 2011 | $240.2M | $240.2M | $0 | 5 | -- |
| May 2011 | $240.2M | $240.2M | $0 | 5 | -- |
| Feb 2008 | $472.3M | $472.3M | $0 | 5 | -- |
| Sep 2007 | $420.4M | $420.4M | $0 | 5 | -- |
| Mar 2007 | $420.4M | $420.4M | $0 | 5 | -- |
| Jan 2006 | $355.4M | $355.4M | $0 | 5 | -- |
| Jan 2006 | $355.4M | $355.4M | $0 | 5 | -- |
| Mar 2004 | $262.8M | $262.8M | $0 | 5 | -- |
| Mar 2002 | $227M | $227M | $0 | 5 | -- |
| Aug 2001 | $219.6M | $219.6M | $0 | 5 | -- |
DateApr 2014
Total AUM$531.7M
Discretionary$97.6M
Non-Disc.$434.1M
Employees2
Clients1
DateMar 2014
Total AUM$531.7M
Discretionary$97.6M
Non-Disc.$434.1M
Employees2
Clients1
DateMar 2013
Total AUM$246.5M
Discretionary$246.5M
Non-Disc.$0
Employees2
Clients1
DateMar 2012
Total AUM$245.5M
Discretionary$245.5M
Non-Disc.$0
Employees1
Clients1
DateMay 2011
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$472.3M
Discretionary$472.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$420.4M
Discretionary$420.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$420.4M
Discretionary$420.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$355.4M
Discretionary$355.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$355.4M
Discretionary$355.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$262.8M
Discretionary$262.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$219.6M
Discretionary$219.6M
Non-Disc.$0
Employees5
Clients--