$37.0M Total AUM
$37.0M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
29 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1997
- Office Locations
- 2
Office Locations
7 W. Square Lake Rd. Bloomfield Hills MI
-- Rochester MI
About Heath Capital Management, Inc.
Heath Capital Management is an independent, fee-only fiduciary RIA in Michigan providing financial planning, portfolio construction, and asset management for clients with varied goals and portfolio complexity. Portfolios commonly use ETFs alongside fixed income and other pooled vehicles to implement wealth strategies. Custody includes Charles Schwab.
Team overview
57 AVG AGE
$37.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
27.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Services
Available
Owner & Executives
SCOTT DAVIS HEATH
Financial Advisor, General Partner, President
- CRD
- #2247925
- Ownership
- 75% or more
Available
Available
Available
S
SHEILA JOANNE CONNOR-HEATH
VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing