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Heartwood Partners, LLC
SEC-regulated
Registered investment advisor
Heartwood Partners, LLC is a financial advisory firm based in Norwalk, Connecticut. It currently has approximately $462,300,000 of assets under management and employs about 25 people. Heartwood Partners, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and we receive a percentage of ebitda from portfolio companies.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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