Leslie
Heath

S.B. Value Partners, L.P

CRD#1074824
Investment Advisor
in San Antonio, TX

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About this Advisor

Leslie Heath is a financial advisor based in San Antonio, Texas, working with S.B. Value Partners, L.P. Leslie has previously held positions at Investment Professionals Inc, Securevest Financial Group, Inc, and Sb Value Partner. Leslie has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Leslie is part of S.B. Value Partners, L.P, which operates out of San Antonio, Texas. The firm has 4 offices and 13 employees. The firm manages assets totaling $3.5 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at S.B. Value Partners, L.P includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1903 San Pedro Avenue
San Antonio, TX 78212

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S.B. Value Partners, L.P Brokerage Details

Total Assets Under Management

$3,548,387,419

TX Average: $3,042,739,679
Total Number of Employees

13

TX Average: 49
Total Number of Accounts

117

TX Average: 2,315
Average Account Size

$30,328,098

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Leslie Heath Work History

2018 - Present (6 years)

Sb Value Partner

2019 - 2022 (3 years)

Securevest Financial Group, Inc

2014 - 2018 (4 years)

Securevest Financial Group, Inc

2012 - 2014 (2 years)

Investment Professionals Inc

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Disclosures

Please visit the SEC profile of Leslie Heath to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at S.B. Value Partners, L.P

William Barnes
San Antonio, TX
John Evans
Tigard, OR
Kevin Cuddie
Denver, CO
Jeremy Pennington
Bloomington, IN
Leslie Heath
San Antonio, TX
Noah Intara
Bozeman, MT
John Sacchetti
San Antonio, TX
Bryan Abbott
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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