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Building 2HERITAGE ASSET MANAGEMENT, LLC

Map pinBELTON, MO
Phone816-348-2060
NotebookSEC #801-126700
Total AUM
$155M
Employees
2
Clients
749

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7926 E 171ST STREET
BELTON
MO 64012
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
816-348-2060

ReceiptFinancials

Total AUM
$155M
Accounts
1,293
Discretionary
$155M
Accounts
1,293
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
691
AUM
$88.2M
HNW Individual Clients
55
AUM
$65M
Charitable Organization Clients
3
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARFLKSLAMIMOOKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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