CRD: 120336
21st Century Equity Advisors Corporation
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-04-1999
- Office Locations
- 1
Office Locations
About 21st Century Equity Advisors Corporation
21st Century Equity Advisors Corporation is a fee-based investment management firm founded in 1999 by John Hegler. The firm provides portfolio management (and financial planning per public profile), does not earn commissions, and emphasizes compounding through dividend-focused investing and covered call writing with reinvestment. Affiliated with Fidelity Institutional Wealth Services Group and primarily implements portfolios using ETFs.
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Owner & Executives
JOHN JOSEPH HEGLER JR
Chief Compliance Officer, President
- CRD
- #3190291
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,225,555 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,225,555 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,225,555
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,348,740,862 | 26.9% |
| Cash | $2,261,427,075 | 25.9% |
| U.S. Government/Agency | $2,811,503,931 | 32.2% |
| Corporate - Investment Grade | $1,309,706,801 | 15.0% |
| Total | $8,731,378,669 | 100.0% |