Heyman Investment Counseling LLC
Heyman Investment Counseling LLC (CRD# 166456) is a financial advisory firm headquartered in , . They manage $36,100,000 in 33 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$1,093,939
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, IL, OH
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.