Insights

Expanding investment portfolios Heck Capital Advisors has been actively acquiring stakes in various companies, such as Darling Ingredients, Vizsla Silver, and Malibu Boats. This indicates a consistent trend of expanding their investment portfolios, presenting an opportunity for partnership or consultation.

Institutional consulting expertise With a specialization in institutional consulting for corporations, Heck Capital has established itself as an expert in providing financial guidance to organizations. Leveraging this expertise could lead to potential collaborations with corporate clients seeking financial advisory services.

Global perspective with local values Heck Capital prides itself on offering a global perspective while maintaining small-town values. This unique combination appeals to clients looking for personalized financial services with a broad outlook. Capitalizing on this balance can attract clients seeking a blend of global insights and personalized attention.

Legacy-focused financial planning As an advocate for building lasting legacies, Heck Capital emphasizes goal-oriented financial planning for clients and their families. This focus on legacy preservation presents an opportunity to engage with high-net worth individuals and families looking to secure their financial futures for generations to come.

Seasoned professionals at the helm Heck Capital's directors and professionals collectively offer over 200 years of experience. Partnering with a firm backed by such seasoned expertise can instill confidence in potential clients seeking financial guidance, positioning Heck Capital as a reliable choice for comprehensive wealth management solutions.

Heck Capital Advisors Tech Stack

Heck Capital Advisors uses 8 technology products and services including jsDelivr, Google Maps, HSTS, and more. Explore Heck Capital Advisors's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Google Maps
    Maps
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • Drupal Multisite
    Web Hosting

Media & News

Heck Capital Advisors's Email Address Formats

Heck Capital Advisors uses at least 1 format(s):
Heck Capital Advisors Email FormatsExamplePercentage
FLast@heckcapital.comJDoe@heckcapital.com
50%
FLast@heckcapital.comJDoe@heckcapital.com
50%

Frequently Asked Questions

Where is Heck Capital Advisors's headquarters located?

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Heck Capital Advisors's main headquarters is located at 15 E. Anderson Street Rhinelander, WI 54501 US. The company has employees across 3 continents, including North AmericaAfricaOceania.

What is Heck Capital Advisors's phone number?

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You can contact Heck Capital Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Heck Capital Advisors's official website and social media links?

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Heck Capital Advisors's official website is heckcapital.com and has social profiles on LinkedIn.

How much revenue does Heck Capital Advisors generate?

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As of August 2024, Heck Capital Advisors's annual revenue reached $3.8M.

What is Heck Capital Advisors's SIC code NAICS code?

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Heck Capital Advisors's SIC code is 6282 - Investment Advice NAICS code is 523920 - Portfolio Management.

How many employees does Heck Capital Advisors have currently?

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As of August 2024, Heck Capital Advisors has approximately 25 employees across 3 continents, including North AmericaAfricaOceania. Key team members include Chief Operating Officer / Senior Director: D. H.Chief Financial Officer And Senior Director: K. H.President: D. F.. Explore Heck Capital Advisors's employee directory with LeadIQ.

What industry does Heck Capital Advisors belong to?

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Heck Capital Advisors operates in the Financial Services industry.

What technology does Heck Capital Advisors use?

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Heck Capital Advisors's tech stack includes jsDelivrGoogle MapsHSTSGoogle Tag ManagerBootstrapX-Content-Type-OptionsGoogle AnalyticsDrupal Multisite.

What is Heck Capital Advisors's email format?

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Heck Capital Advisors's email format typically follows the pattern of . Find more Heck Capital Advisors email formats with LeadIQ.

When was Heck Capital Advisors founded?

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Heck Capital Advisors was founded in 2007.
Heck Capital Advisors

Heck Capital Advisors

Financial ServicesWisconsin, United States11-50 Employees

Heck Capital is an independent investment advisory firm with a strong foundation. Since the 1950s, we have served individuals, families and institutional organizations with comprehensive investment guidance from the heart of Wisconsin, where Robert Heck first began the family’s investment legacy. Heck Capital specializes in institutional consulting for corporations as well as portfolio management and financial guidance for retirement plans, foundations/endowments, high-net worth individuals and trusts. As an independent investment advisory firm, Heck Capital prides itself on successful financial guidance as a life-long process that assists our clients and their families in taking control of their financial futures.

Heck Capital Advisors invests, consults, and advises to over $7.5 billion of assets while servicing client relationships in 40 states (as of 12/31/23). Heck Capital’s directors and professionals offer over 200 years of collective experience, small-town values and an exceptional work ethic. As a locally vested and globally invested firm, Heck Capital provides a global perspective, specializing in building lasting legacies while remaining deeply dedicated to our roots.

Heck Capital maintains a distinct competitive advantage by providing independent discretionary portfolio management, objective consulting, goal-oriented financial planning, and CapitalCENTRAL® for your financial legacy. This advantage is strengthened with our Portfolio Managers, Consultants; and Financial Advisors working together to empower our client relationships.

Section iconCompany Overview

Headquarters
15 E. Anderson Street Rhinelander, WI 54501 US
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
523920 - Portfolio Management
Founded
2007
Employees
11-50

Section iconFunding & Financials

  • $10M

    Heck Capital Advisors's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Heck Capital Advisors's revenue is in the range of $10M

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