Victor
Heetai
The Capital Chart Room, LTD
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About this Advisor
Victor Heetai is a financial advisor based in Fort Worth, Texas, working with The Capital Chart Room, LTD. Victor has previously held positions at Texas Tech University, Crossmark, Gamestop, Insomnia Cookies, Neal Financial, Whataburger, The Capital Chart Room LTD, and Full-Time Education. Victor is registered to provide services in Texas. Currently, Victor is part of The Capital Chart Room, LTD, which operates out of Fort Worth, Texas. The firm has 7 employees and manages assets totaling $338.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at The Capital Chart Room, LTD includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Capital Chart Room, LTD Brokerage Details
$338,710,018
7
220
$1,539,591
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Victor Heetai Work History
The Capital Chart Room LTD
Neal Financial
Whataburger
Insomnia Cookies
Crossmark
Gamestop
Texas Tech University
Full-Time Education
Disclosures
Please visit the SEC profile of Victor Heetai 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 The Capital Chart Room, LTD
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, 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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