HEISER INVESTMENT ADVISERS

HEISER INVESTMENT ADVISERS is an SEC-registered investment adviser (CRD 168924). Regulatory assets under management: $3.1M.

Registration

• CRD: 168924
• Type: Registered investment adviser
• Phone: 254-537-3773
• Latest filing: 2025-05-02
• Regulatory AUM: $3.1M
• Discretionary AUM: $3.1M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168924 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search