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Building 2HERITAGE WEALTH MANAGEMENT

Map pinHOUSTON, TX
Phone713-871-9800
NotebookSEC #801-107506
Total AUM
$357.8M
Employees
6
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4400 POST OAK PARKWAY
SUITE 2510
HOUSTON
TX 77027
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
713-871-9800

ReceiptFinancials

Total AUM
$357.8M
Accounts
803
Discretionary
$357.1M
Accounts
798
Non-Discretionary
$734.2K
Accounts
5

ContactClients

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Individual Clients
107
AUM
$58.3M
HNW Individual Clients
111
AUM
$299.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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