Richard Henry Heim
Investment adviser representative at Fenimore Asset Management, Inc.
18 yearsExperience
1 stateRegistered in
$5.4BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Fenimore Asset Management, Inc.May 2024 to now
- Fenimore SecuritiesApr 2024 to now
- RefereeDec 2010 to now
- Charles Schwab & Co., Inc.Jun 2008 to now
- Charles Schwab BankJun 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NY).
Fenimore Asset Management, Inc.
$5.4BAssets managed
682Clients
19Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2628014
- Firm CRD
- 110946