Logia Portfolio Management

Logia Portfolio Management (CRD# 269963) is a financial advisory firm headquartered in Leawood, KS. They manage $725,852,256 in 1 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
15100 Rosewood Street, Leawood, KS 66224
http://www.logiapm.com/
By the Numbers
  • Total Assets Under Management
    726
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $725,852,256
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CO, KS, MO

Financial Advisors at Logia Portfolio Management
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Heimann, financial advisor Leawood KS
Matthew A. Heimann
CRD#: 6545081
15100 Rosewood Street, Leawood, KS 66224

Matthew Heimann (CRD# 6545081) is an Investment Advisor Representative working at Logia Portfolio Management in Leawood, KS and has over 8 years of experience in the finance industry.

2
Matthew Henderson, financial advisor Scottsdale AZ
Matthew Henderson
CRD#: 2565726
7047 E Greenway Parkway, Suite 150, Scottsdale, AZ 85254

Matthew Henderson (CRD# 2565726) is an Investment Advisor Representative working at Logia Portfolio Management in Scottsdale, AZ and has over 22 years 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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