The FIRST HEARTLAND CONSULTANTS, INC. is a privately held investment adviser that advises $2.09Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FIRST HEARTLAND CONSULTANTS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 39.73% over the last 5-years.
The Group has been registered with the SEC for 32.21 years and is comprised of 1 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 4101 LAKE ST. LOUIS BLVD, LAKE ST LOUIS, MISSOURI. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 96 employees comprised of 88 investment and 8 non-investment staff. The total number of Employees decreased by 10.28% over the last 5-years.
Their $2.09Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 111 other accounts. Assets of Individuals clients own $1.33Bn or 63.86% of Total Assets and High Net Worth Individuals own $540.55mn or 25.91% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
FIRST HEARTLAND CONSULTANTS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.