RIA Intel›Advisers›Georgia›HEINZ & ASSOCIATES, INC.

HEINZ & ASSOCIATES, INC.

Advisory

ATLANTA, GA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in GA

#489

of 607 advisers by AUM

Average account

$526K

across 184 accounts

AUM per adviser

$48M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$97M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$97M

Discretionary AUM$97M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

68 clients

53 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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