HERITAGE WEALTH ADVISORS

919 East Main Street
Suite 950
Richmond, Virginia 23219
Tel: 804-643-4080

About HERITAGE WEALTH ADVISORS

HERITAGE WEALTH ADVISORS, formally registered with the SEC as HERITAGE WEALTH ADVISORS. The firm was established in 10/27/2005. They have over 3 offices throughout the country.

HERITAGE WEALTH ADVISORS is a Richmond, Virginia based Financial Planning firm with nearly $3,081,765,406 assets under management, offering retirement planning & investment advisory services to 1345 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137484
SEC#	801-64803
Assets Managed by Firm	$3,081,765,406
No. of Clients	1345
No. of Advisors	32

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1345	$3,081,765,406
Individuals (other than high net worth individuals)	119	$45,845,948
High net worth individuals	204	$1,960,045,583
Pension and profit sharing plans		$3,615,094
Charitable organizations	15	$957,311,986
Corporations or other businesses	18	$114,946,795

Inquire with HERITAGE WEALTH ADVISORS

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