Heitman Real Estate Securities LLC
Answer a few questions and
get matched with an advisor.
Learn more about Heitman Real Estate Securities LLC
Overview
Heitman Real Estate Securities LLC operates as a financial advisor company located in Chicago, Illinois. The firm handles $2.4 billion in assets across 29 client accounts, making it one of the largest firms in the nation by assets under management (AUM). It has a large group, including 50 financial advisors. Heitman Real Estate Securities LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets like bonds, options and equities.
Heitman Real Estate Securities LLC manages all of the firm's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by an investment advisor without requiring the client's consent. The investment advisory firm's typical account size is $81.7 million. The typical advisor at Heitman Real Estate Securities LLC oversees fewer than one client account, making it one of the most personalized advisor firms in the country.
The firm's headquarters is located at 191 North Wacker Drive, Chicago, Illinois 60606-1615. The company is legally registered to provide services to customers across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Heitman Real Estate Securities LLC by the Numbers
$2.4 billion
141
29
$81.7 million
Products and Services
Heitman Real Estate Securities LLC provides a number of services, which can consist of portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The company is not involved in selling products or offering services apart from investment advisory services to its investment advisory clients. Heitman Real Estate Securities LLC also has a number of financial industry affiliations, including with a broker-dealer or securities dealer and commodity pool advisor.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually vary depending on which services are offered. Fee types charged by the company likely are comprised of the following fee types: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a broad range of investors. The company works with investment companies, pooled investment vehicles, pension plans, state or municipal government entities and corporations. Out of its 29 customers, Heitman Real Estate Securities LLC's biggest client type is pooled investment vehicles. About 38% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Heitman Real Estate Securities LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.