RYAN HERITAGE, LLP

Park 80 West - Plaza Two
250 Pehle Ave., Suite 708
Saddle Brook, New Jersey 07663
Tel: 201-556-0092

About RYAN HERITAGE, LLP

RYAN HERITAGE, LLP, formally registered with the SEC as RYAN HERITAGE, LLP. The firm was established in 11/08/2021. They have over 2 offices throughout the country.

RYAN HERITAGE, LLP is a Saddle Brook, New Jersey based Financial Planning firm with nearly $16,671,017 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317097
SEC#	801-122617
Assets Managed by Firm	$16,671,017
No. of Clients	1
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$16,671,017

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