HERITAGE WEALTH MANAGEMENT GROUP, LTD

733 Boush Street
Suite 100
Norfolk, Virginia 23510-1591
Tel: 757-321-3725 EXT. 205

About HERITAGE WEALTH MANAGEMENT GROUP, LTD

HERITAGE WEALTH MANAGEMENT GROUP, LTD, formally registered with the SEC as HERITAGE WEALTH MANAGEMENT GROUP, LTD. The firm was established in 04/26/2021. They have over 2 offices throughout the country.

HERITAGE WEALTH MANAGEMENT GROUP, LTD is a Norfolk, Virginia based Financial Planning firm with nearly $124,051,923 assets under management, offering retirement planning & investment advisory services to 443 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148459
SEC#	801-120938
Assets Managed by Firm	$124,051,923
No. of Clients	443
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	443	$124,051,923
Individuals (other than high net worth individuals)	141	$45,278,135
High net worth individuals	30	$77,977,685
Charitable organizations	2	$296,145
Corporations or other businesses	1	$499,958

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