Heim & Young Advisors Inc (Springfield)

Name: Heim & Young Advisors Inc
Address: 1256 E Kingsley St, Springfield, MO, 65804 7211
Telephone: 417-882-7283

Heim & Young Advisors Inc is a large advisory firm based in Springfield. It manages $55.69 million of regulatory assets for 191 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Missouri.

Heim & Young Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Heim & Young Advisors: assets under management

The assets under management (AUM) of Heim & Young Advisors Inc is $55.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $55.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $291.57 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Heim & Young Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Heim & Young Advisors Inc

Dean William Young has been acting as President since 1 Mar 1991. Dennis James Heim joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dean William Young	President	1 Mar 1991	50% - 75%	1225159
Dennis James Heim	Secretary/treasurer	1 Mar 1991	50% - 75%	1343699
Dean William Young	Chief compliance officer	1 Sep 2004	50% - 75%	1225159

Based in Springfield

The principal office where Heim & Young Advisors Inc performs its advisory services is located at 1256 E Kingsley St, Springfield, MO 65804 7211, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 417-882-7283 or by fax 417-883-6315. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at h-and-y@dialnet.net.