HERITAGE FAMILY OFFICES, LLP

9841 E Bell Rd
Suite 110
Scottsdale, Arizona 85260
Tel: (602) 775-5400

About HERITAGE FAMILY OFFICES, LLP

HERITAGE FAMILY OFFICES, LLP, formally registered with the SEC as HERITAGE FAMILY OFFICES, LLP. The firm was established in 11/18/2022. They have over 1 offices throughout the country.

HERITAGE FAMILY OFFICES, LLP is a Scottsdale, Arizona based Financial Planning firm with nearly $365,145,341 assets under management, offering retirement planning & investment advisory services to 763 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323930
SEC#	801-126899
Assets Managed by Firm	$365,145,341
No. of Clients	763
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	763	$365,145,341
Individuals (other than high net worth individuals)	225	$132,873,073
High net worth individuals	75	$217,016,113
Charitable organizations	Fewer than 5 clients	$58
Corporations or other businesses	Fewer than 5 clients	$2,271,097

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DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop Tucson, AZ, 85706-5041	$22,942,793,322	142	123
BALBEC CAPITAL MANAGEMENT LP 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251	$6,370,551,613	20	105
SMEAD CAPITAL MANAGEMENT, INC. 2502 East Camelback Road, Suite 210 Phoenix, AZ, 85016	$6,072,332,268	87	17

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