Heartwood Partners, Llc, CT — Investment Adviser | BuildTrust

Active

HEARTWOOD PARTNERS, LLC

Investment AdviceNORWALK, CT

Assets Under Management

$1.3B

Total AUM

Donut chart: Discretionary 1.3B
Category	Value
Discretionary	1.3B

Adviser Information

Field	Value
CRD Number	313052
SEC Number	801-120555
Street Address	301 MERRITT 7
Street Address 2	THIRD FLOOR
Location	NORWALK, CT 06851
Country	United States
Phone	203-625-0770
Fax	203-625-0423
Total Employees	24

Client Count by Type (19 Total)

Horizontal bar chart: Pooled Investment Vehicle… 19
Category	Value
Pooled Investment Vehicle…	19