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Daniel Lorne Heeke (Penn Valley)


Daniel Lorne Heeke is a large advisory firm based in Penn Valley. It manages $34.36 million of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Daniel Lorne Heeke provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Daniel Lorne Heeke: assets under management

The assets under management (AUM) of Daniel Lorne Heeke is $34.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $394.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Daniel Lorne Heeke for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Penn Valley

The principal office where Daniel Lorne Heeke performs its advisory services is located at 19992 Echo Blue Drive, Penn Valley, CA 95946 The mailing address of the firm is 19992 Echo Blue Drive, Penn Valley, CA 95946. An additional office of the firm is in Grass Valley, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 530 432-1997 or by fax 530 432-7544. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday.


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