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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-24-2008
- Office Locations
- 1
Office Locations
About Steven Hecht Investments, Inc.
Steven Hecht Investments, Inc. (Lone Wolf Capital) is an owner-led RIA providing individualized wealth management and portfolio construction, emphasizing long-term discipline and a contrarian, risk-aware approach. Portfolios are implemented primarily with ETFs (and other public funds as needed), with fixed income experience. Serves retail and institutional clients; relationships include Schwab and Fidelity/NFS.
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Investment Vehicles
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Owner & Executives
STEVEN HECHT
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5446851
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,277,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,277,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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