Heath Capital Management, Inc.
Heath Capital Management, Inc. (CRD# 120861) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $30,000,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Heath Capital Management, Inc.
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$300,000
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, OH
Financial Advisors at Heath Capital Management, Inc.
1
Scott Heath (CRD# 2247925) is an Investment Advisor Representative working at Heath Capital Management, Inc. in Bloomfield Hills, MI and has over 31 years of experience in the finance industry.
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