HERO INVESTMENT PLANNERS LLC
CRD #311962 SEC #801-120069 WEST DUNDEE, IL 847-428-3997
SEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
Employees
5
Clients
1
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2022 | $2.2M | $2.2M | $0 | 5 | 0 |
| Mar 2022 | $2.2M | $2.2M | $0 | 5 | 0 |
| Nov 2021 | $0 | $0 | $0 | 5 | 0 |
| Apr 2021 | $0 | $0 | $0 | 5 | 0 |
| Apr 2021 | $0 | $0 | $0 | 5 | 0 |
| Feb 2021 | $0 | $0 | $0 | 4 | 0 |
| Jan 2021 | $0 | $0 | $0 | 4 | 0 |
| Jan 2021 | $0 | $0 | $0 | 4 | 0 |
| Dec 2020 | $0 | $0 | $0 | 4 | 0 |
| Dec 2020 | $0 | $0 | $0 | 4 | 0 |
DateSep 2022
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0