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Building 2HERITAGE WEALTH MANAGEMENT GROUP, LTD

Map pinNORFOLK, VA
Phone757-321-3725
NotebookSEC #801-120938
Total AUM
$152.2M
Employees
5
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
733 BOUSH STREET
SUITE 100
NORFOLK
VA 23510-1591
United States
Operating Hours
9:00AM - 4:30 PM
Monday - Friday
Phone
757-321-3725
Other Offices
1

ReceiptFinancials

Total AUM
$152.2M
Accounts
460
Discretionary
$152.2M
Accounts
460
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
137
AUM
$46.3M
HNW Individual Clients
40
AUM
$105.1M
Charitable Organization Clients
2
AUM
$346.9K
Corporation or Business Clients
1
AUM
$545.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCPATXVA

HandshakeAffiliates

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

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