Heartwood Financial Services

Heartwood Financial Services (CRD# 161998) is a financial advisory firm headquartered in Lake Mary, FL. They manage $60,750,125 in 228 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    228
    ACCOUNTS
  • Average Account Value
    $266,448
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Heartwood Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Demel I. Gonzalez
CRD#: 3068212
Sanford, FL

Demel Gonzalez (CRD# 3068212) is an Investment Advisor Representative working at Heartwood Financial Services in Sanford, FL and has over 25 years of experience in the finance industry.

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