RIA Intel›Advisers›Missouri›HEISNER FINANCIAL, LLC

HEISNER FINANCIAL, LLC

Advisory

ST.LOUIS, MO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MO

#342

of 342 advisers by AUM

Average account

$940K

across 43 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$0

Non-Discretionary AUM$40M

Discretionary %0%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

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

26 clients

26 high-net-worth

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

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