Heckman Financial & Insurance Services, Inc.
● SEC registered since 2025CRD 111549SEC# 801-132732San Jose, CA
Reg. AUM
$116.4M
Employees
5
Accounts
565
Location
San Jose, CA
Heckman Financial & Insurance Services, Inc. assets under management
Heckman Financial & Insurance Services, Inc. is an investment advisory firm registered with the SEC based in San Jose, CA. The firm has been registered since 2025. It reports $116.4 million in regulatory assets under management and employs 5 people.
Heckman Financial & Insurance Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Ray Heckman Control | President/Chief Compliance Officer | Over 75% | 1992 |
Frequently asked questions
How much does Heckman Financial & Insurance Services, Inc. manage?
Heckman Financial & Insurance Services, Inc. reports $116.4 million in regulatory assets under management on its Form ADV.
How many employees does Heckman Financial & Insurance Services, Inc. have?
Heckman Financial & Insurance Services, Inc. reports 5 employees.
Where is Heckman Financial & Insurance Services, Inc. located?
Heckman Financial & Insurance Services, Inc. is based in San Jose, CA and has been SEC-registered since 2025.
Does Heckman Financial & Insurance Services, Inc. disclose fund performance?
Heckman Financial & Insurance Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 W Santa Clara St, Suite 604, San Jose, CA 95113-1125 |
| Phone | 408-297-9800 |
| Fax | 408-297-9899 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.4M▲ 2%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$116.4Mregulatory AUM
Discretionary $116.4M