HEIRLOOM INVESTMENT MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$116,891,354
Discretionary
$41,521,305
Non-discretionary
$75,370,049
Firm details
- CRD number
- 281357
- SEC file number
- 801-107295
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.