Craig
Heah
The Main Street Group
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About this Advisor
Craig Heah is a financial advisor who works out of Glen Allen, Virginia with 2 years of industry experience. Heah works at The Main Street Group. Their career trajectory has included roles at The Main Street Group, LTD and Dominion Energy. Heah maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Virginia. The Main Street Group is a financial advisory business headquartered in Glen Allen, VA. The company has a total of 13 advisors. It controls $224 million in assets across its 1,648 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 1,648 customer accounts, just 12% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely vary depending on the services provided. Fee types billed by The Main Street Group likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Main Street Group Brokerage Details
$224,117,308
13
1,648
$135,994
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Craig Heah Work History
Craig has been registered as a financial advisor for 2 years.*
The Main Street Group, LTD
Dominion Energy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Heah 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 Main Street Group
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
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