HERITAGE INVESTMENT GROUP, INC.

2480 N.E. 23rd Street
Pompano Beach, Florida 33062
Tel: 954-785-5400

About HERITAGE INVESTMENT GROUP, INC.

HERITAGE INVESTMENT GROUP, INC, formally registered with the SEC as HERITAGE INVESTMENT GROUP, INC. The firm was established in 07/16/2001. They have over 5 offices throughout the country.

HERITAGE INVESTMENT GROUP, INC. is a Pompano Beach, Florida based Financial Planning firm with nearly $1,703,041,619 assets under management, offering retirement planning & investment advisory services to 2051 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113204
SEC#	801-60396
Assets Managed by Firm	$1,703,041,619
No. of Clients	2051
No. of Advisors	21

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INVESTMENT CONSULTATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2051	$1,703,041,619
Individuals (other than high net worth individuals)	469	$210,181,256
High net worth individuals	360	$1,454,987,255
Pension and profit sharing plans	4	$25,720,287
Charitable organizations	6	$12,152,821

More Retirement Planning firms in Pompano Beach, Florida:

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GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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