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Heinz Investments

Heinz Investments. CRD 127460

Heinz Investments logo

CRD: 127460

Heinz Investments

Atlanta, GA, 30339
6783913910
heinzinvestments.com
$96.8M Total AUM
$96.8M Disc. AUM
-- 3Y CAGR
3 Employees
69 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Jackson National Life
Clients
Retail and Institutional
Platforms
--
Established Date
10-22-2003
Office Locations
1

Office Locations

3825 Paces Walk, SE Suite 200 Atlanta GA

About Heinz Investments

Heinz Investments is an Atlanta-based, Georgia-registered advisor specializing in retirement solutions for high-net-worth individuals, with IRA/Roth beneficiary planning and advanced/dynastic estate planning alongside cash-flow planning, 401(k) administration, and investment advice. Led by multi-generational principals Charles Heinz and Heather Szyperski, the firm commonly implements portfolios with ETFs and uses custodians including Charles Schwab.

Team overview

39 AVG AGE
$48.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
8.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Oak meridian Radial Foundation ridge

Client Personas

Radial Ember

Custodian

Insight Vital peak Value pathway Value ember Oak north

Investment Themes

Capital summit Legacy oak Pathway

Investment Vehicles

Legacy

Services

Ember catalyst Capital value Prime Pioneer Momentum alpha Capital north Vector insight

Owner & Executives

H

HEATHER HEINZ SZYPERSKI

Chief Compliance Officer, Financial Consultant, President

CRD
#4699932
Ownership
75% or more
(308) 528-3607
ridge.beacon@unisoncapital.com
in linkedin.com/in/insight-oak

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Contacts

M

MARGARET MERTINS CARGLE

Investment Advisor

CRD
#7308495
(407) 832-4658
signal.crest@signalcapital.com
in linkedin.com/in/pathway-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $96,823,080 --
Non-Discretionary $0 --
Total $96,823,080 --

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Separately Managed Accounts

Total SMA Asset: $96,823,080

$96.8M Total SMA
Equity - Exchange:
34.6%
Cash:
21.4%
U.S. Government/Agency:
20.3%
Public Funds:
23.7%
Asset class Assets Assets %
Equity - Exchange $2,624,908,753 34.6%
Cash $1,623,498,478 21.4%
U.S. Government/Agency $1,540,047,621 20.3%
Public Funds $1,797,986,632 23.7%
Total $7,586,441,484 100.0%

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