← Back to searchVisit website
FIRST HEARTLAND CONSULTANTS, INC.
CRD 110377 · SEC 801-46595
4101 LAKE ST. LOUIS BLVD, LAKE ST. LOUIS, MO, 63367, United States
Phone
636-625-0900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.09B
Discretionary AUM
$1.88B
Team
96 total employees; 88 advisory reps; 42 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6041 | $1.33B |
| High net worth individuals | 309 | $540.5M |
| Pension/profit sharing plans | 86 | $198.1M |
| Charitable organizations | 12 | $5.3M |
| Corporations/business entities | 13 | $9.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD