Mick Heyman, financial advisor San Diego CA

Mick Heyman

CRD Number: 2626240
Current Firm: Heyman Investment Counseling LLC
Compensation Model: Fee Only

 

Mick Heyman (CRD# 2626240) is an Investment Advisor Representative working at Heyman Investment Counseling (HIC) LLC in San Diego, CA and has over 35 years of experience in the investment industry.

 

HIC specializes in mianaging portfolios for individuals and tailoring their portfolio to meet their unique investment goals.

The equity philosophy is is to protect capital, provide a growing level of inceme an and achieve consistent returns over long periods of time.  HIC focusses on 3 types of stocks, Quality Yield, Cyclical Growth and Superior Earnings. The buy discipline blends 3 tyoes of analysis, fundamnetal, valuation and technical.

By combining the 3 tupes of stocks with the 3 types of analysis  HIC is able to provide returns that are typically much less voaltile than the market.

 

HIC also recognizes the importance of keeping fees affordable for clients in this low interest rate environment so the fee rate is at the low end of the industry.

 

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Professional Designations
Company Name Location Dates Years
Self San Diego, CA Jan 2006 - Current 18
Landover Partners San Diego, CA Dec 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
Contact Info for Mick Heyman
Phone Number: 858-437-1966
Registered State(s):
  • CA
  • IL
  • OH
Current Firm Details
Heyman Investment Counseling LLC
Firm's CRD Number: 166456
By the Numbers
  • Total Assets Under Management
    84
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $1,548,019
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, OH

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