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HERITAGE INVESTMENT GROUP, INC.

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

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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 StatusApproved
Firm CRD#113204
SEC#801-60396
Assets Managed by Firm$1,703,041,619
No. of Clients2051
No. of Advisors21

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 ClientsAUM
Firm Total2051$1,703,041,619
Individuals (other than high net worth individuals)469$210,181,256
High net worth individuals360$1,454,987,255
Pension and profit sharing plans4$25,720,287
Charitable organizations6$12,152,821

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