First Heartland Consultants is an investment advisor in Lake ST Louis with $1.66 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
431635589
SEC advisor number
801-46595
FINRA CRD number
110377
AUM ?
$1.72 bn
(as of 20 Mar 24)
Accounts
9,407
(as of 20 Mar 24)
Employees
104
(95 investment advisory or research)
Address
First Heartland Consultants
4101 LAKE ST. LOUIS BLVD.
LAKE ST. LOUIS
MO 63367
4101 LAKE ST. LOUIS BLVD.
LAKE ST. LOUIS
MO 63367
Phone
636-625-0900
Brochures
- First Heartland Consultants, Inc. (16 Mar 23)
- First Heartland Consultants Inc. Appendix 1 to Form Adv Part 2A - First Heartland Asset Strategies Wrap Fee Program (16 Mar 23)
- First Heartland Consultants Inc-appendix I to Adv Part 2A Wrap Fee Program (16 Mar 23)
- First Heartland Consultants, Inc.-appendix I to Form Adv Part 2A-RETIREMENT Plan Wrap Services (16 Mar 23)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22