Mick Heyman
CRD Number: 2626240Current 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.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
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 |
- CA
- IL
- OH
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts54ACCOUNTS
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Average Account Value$1,548,019
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, IL, OH
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