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HERITAGE INVESTMENT GROUP, INC.
2480 N.E. 23rd Street
Pompano Beach, Florida 33062
Tel: 954-785-5400
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 Status | Approved |
|---|---|
| Firm CRD# | 113204 |
| SEC# | 801-60396 |
| Assets Managed by Firm | $1,703,041,619 |
| No. of Clients | 2051 |
| No. of Advisors | 21 |
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 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 |
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|---|---|---|---|
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