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Home > Retirement Planners > texas > colleyville > HERITAGE RETIREMENT ADVISORS, LLC
HERITAGE RETIREMENT ADVISORS, LLC
607 Cheek Sparger Road
Suite 150
Colleyville, Texas 76034
Tel: 817-503-0100
About HERITAGE RETIREMENT ADVISORS, LLC
HERITAGE RETIREMENT ADVISORS, LLC, formally registered with the SEC as HERITAGE RETIREMENT ADVISORS, LLC. The firm was established in 05/22/2018. They have over 1 offices throughout the country.
HERITAGE RETIREMENT ADVISORS, LLC is a Colleyville, Texas based Financial Planning firm with nearly $194,525,714 assets under management, offering retirement planning & investment advisory services to 1400 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165191 |
| SEC# | 801-113257 |
| Assets Managed by Firm | $194,525,714 |
| No. of Clients | 1400 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1400 | $194,525,714 |
| Individuals (other than high net worth individuals) | 238 | $47,282,559 |
| High net worth individuals | 91 | $147,243,155 |
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|---|---|---|---|
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| $298,729,428,900 | 360116 | 4065 | |
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| $118,041,119,970 | 827 | 319 |
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