2480 N.E. 23rd Street
Pompano Beach, Florida 33062
Tel: 954-785-5400
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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