# HECKMAN FINANCIAL & INSURANCE SERVICES, INC.

HECKMAN FINANCIAL & INSURANCE SERVICES, INC. of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111549
- Type: SEC-registered investment adviser
- SEC file number: 801-132732
- Location: 333 W SANTA CLARA ST, SUITE 604, SAN JOSE, CA, 95113-1125
- Phone: 408-297-9800
- Latest filing: 2026-05-18
- Regulatory AUM: $116.4M
- Discretionary AUM: $116.4M
- Clients: 5
- Accounts: 565

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Eric Ray Heckman | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111549/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111549/similar
- Related entities: https://search.stillhousedata.com/firm/111549/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111549

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.