H
CRD: 168924
Heiser Investment Advisers
Robinson, TX
2545373773
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2014
- Office Locations
- 1
Office Locations
-- Robinson TX
About Heiser Investment Advisers
Heiser Investment Advisers is a Robinson-based RIA. The firm has been operating for 12 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$283.6K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Investment Vehicles
Alpha horizon
Owner & Executives
W
WILLIAM CAULFIELD HEISER
Broker, Owner
- CRD
- #6244023
- Ownership
- 75% or more
(690) 259-3566
vector.meridian@matrixcapital.com
in linkedin.com/in/prime-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,120,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,120,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,120,000
Equity - Exchange:
10.0% Cash:
40.0% Derivatives:
50.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $460,166,723 | 10.0% |
| Cash | $1,840,666,890 | 40.0% |
| Derivatives | $2,300,833,612 | 50.0% |
| Total | $4,601,667,225 | 100.0% |