Patricia A. Heath & Associates, Inc.
Patricia A. Heath & Associates, Inc. (CRD# 140389) is a financial advisory firm headquartered in Northfield, IL. They manage $38,000,000 in 165 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts165ACCOUNTS
Average Account Value$230,303
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses