Heartwood Financial Services
Heartwood Financial Services (CRD# 161998) is a financial advisory firm headquartered in Lake Mary, FL. They manage $60,750,125 in 228 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Heartwood Financial Services
By the Numbers
-
Total Assets Under Management61MILLION
-
Total Number of Accounts228ACCOUNTS
-
Average Account Value$266,448
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Heartwood Financial Services
1
Demel Gonzalez (CRD# 3068212) is an Investment Advisor Representative working at Heartwood Financial Services in Sanford, FL and has over 25 years of experience in the finance industry.
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