HECKMAN FINANCIAL & INSURANCE SERVICES, INC.
CRD #111549 SEC #801-132732 SAN JOSE, CA 408-297-9800
SEC Registered
Total AUM
$114.4M
Discretionary
$114.4M
Employees
2
Clients
11
Accounts
315
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $114.4M | $114.4M | $0 | 2 | 45 |
| May 2025 | $114.4M | $114.4M | $0 | 4 | 45 |
| Apr 2025 | $114.4M | $114.4M | $0 | 4 | 45 |
DateDec 2025
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees2
Clients45
DateMay 2025
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees4
Clients45
DateApr 2025
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees4
Clients45