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Building 2HERITAGE WEALTH ADVISORS

Map pinCINCINNATI, OH
Phone513-440-5475
NotebookSEC #801-121624
Total AUM
$604.7M
Employees
6
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9110 MONTGOMERY RD.
CINCINNATI
OH 45242
United States
Operating Hours
9 - 5
Monday - Friday
Phone
513-440-5475

ReceiptFinancials

Total AUM
$604.7M
Accounts
935
Discretionary
$503.7M
Accounts
801
Non-Discretionary
$100.9M
Accounts
134

ContactClients

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Individual Clients
79
AUM
$42.2M
HNW Individual Clients
122
AUM
$562.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINKYLAMAMINCNDOHSCTNTX

HandshakeAffiliates

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

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