Active
HEIRLOOM INVESTMENT MANAGEMENT LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$124.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 44.6M |
| Non-Discretionary | 80.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 281357 |
| SEC Number | 801-107295 |
| Phone | 561-404-4847 |
| Total Employees | 7 |
| Business Types | commodity_trading_advisor |
Client Count by Type (3 Total)
| Category | Value |
|---|---|
| Pooled Investment Vehicle… | 3 |
County data not available for this organization.