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Larry Heller & Associates (Melville)


Larry Heller & Associates is a large advisory firm based in Melville. It manages $61.41 million of regulatory assets for 262 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of New Jersey and New York.

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Larry Heller & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Larry Heller & Associates: assets under management

The assets under management (AUM) of Larry Heller & Associates is $61.41 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $60.44 million in discretionary accounts and $970.5 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $236.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $161.75 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Larry Heller & Associates for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Melville

The principal office where Larry Heller & Associates performs its advisory services is located at 445 Broadhollow Road, Melville, NY 11747, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 631-293-2806 or by fax 631-293-2726. The normal business hours are 9:00 am to 3:00 pm on Monday - Friday. You can find more information about the New York firm at www.larryheller.com.


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