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Robert Heard

2 Years of Experience
Oklahoma City, OK

Robert Heard is a registered investment advisor at Cimarron Capital Associates II, LLC, based in Oklahoma City, OK, with 2 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $54M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
5 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$54.4M

Fee Structure

Investment management only (planning not offered)

Cimarron Capital Associates II (CCAII) does not directly manage investments for individual investors. CCAII manages venture capital funds on behalf of territories and Indian tribes.

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Location

4045 NW 64th St, Ste 405, Oklahoma City, OK, 73116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cimarron Capital Associates II, LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
OK
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.