Heinz Investments

Heinz Investments (CRD# 127460) is a financial advisory firm headquartered in Atlanta, GA. They manage $81,019,770 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3825 Paces Walk Se, Suite 200, Atlanta, GA 30339
https://www.heinzinvestments.com
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $491,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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.

GA

Financial Advisors at Heinz Investments
Showing 1 - 2 of 2 top financial advisors.
1
Heather Szyperski, financial advisor Atlanta GA
Heather H. Szyperski
CRD#: 4699932
3825 Paces Walk, Se, Suite 200, Atlanta, GA 30339

Heather Szyperski (CRD# 4699932) is an Investment Advisor Representative working at Heinz Investments in Atlanta, GA and has over 17 years of experience in the finance industry.

2
Margaret Cargle, financial advisor Atlanta GA
Margaret M. Cargle
CRD#: 7308495
3825 Paces Walk Se, Suite 200, Atlanta, GA 30339

Margaret Cargle (CRD# 7308495) is an Investment Advisor Representative working at Heinz Investments in Atlanta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals