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Home > Retirement Planners > missouri > belton > HERITAGE ASSET MANAGEMENT, LLC
HERITAGE ASSET MANAGEMENT, LLC
7926 E 171st Street
Belton, Missouri 64012
Tel: 816-348-2060
About HERITAGE ASSET MANAGEMENT, LLC
HERITAGE ASSET MANAGEMENT, LLC, formally registered with the SEC as HERITAGE ASSET MANAGEMENT, LLC. The firm was established in 10/07/2022. They have over 1 offices throughout the country.
HERITAGE ASSET MANAGEMENT, LLC is a Belton, Missouri based Financial Planning firm with nearly $130,000,000 assets under management, offering retirement planning & investment advisory services to 705 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323344 |
| SEC# | 801-126700 |
| Assets Managed by Firm | $130,000,000 |
| No. of Clients | 705 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 705 | $130,000,000 |
| Individuals (other than high net worth individuals) | 677 | $93,000,000 |
| High net worth individuals | 25 | $35,300,000 |
| Charitable organizations | 3 | $1,700,000 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
| $40,337,272,573 | 14 | 27 | |
| $37,481,639,918 | 40790 | 501 |
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