Heyman Investment Counseling LLC

Heyman Investment Counseling LLC (CRD# 166456) is a financial advisory firm headquartered in , . They manage $36,076,949 in 26 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $1,387,575
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, OH

Financial Advisors at Heyman Investment Counseling LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mick Heyman
CRD#: 2626240
San Diego, CA 92130
103
Wealthminder
score

 

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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