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Home > Retirement Planners > virginia > norfolk > HERITAGE WEALTH MANAGEMENT GROUP, LTD
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 3 offices throughout the country.
HERITAGE WEALTH MANAGEMENT GROUP, LTD is a Norfolk, Virginia based Financial Planning firm with nearly $134,157,967 assets under management, offering retirement planning & investment advisory services to 547 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 148459 |
| SEC# | 801-120938 |
| Assets Managed by Firm | $134,157,967 |
| No. of Clients | 547 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 547 | $134,157,967 |
| Individuals (other than high net worth individuals) | 191 | $54,410,406 |
| High net worth individuals | 33 | $79,049,863 |
| Charitable organizations | 2 | $227,023 |
| Corporations or other businesses | 1 | $470,675 |
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