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Building 2HERITAGE STRATEGIC WEALTH, LLC

Map pinCARY, IL
Phone815-200-9774
NotebookSEC #801-134276
Total AUM
$45.7M
Employees
3
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 W MAIN STREET
CARY
IL 60013
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
815-200-9774
Other Offices
1

ReceiptFinancials

Total AUM
$45.7M
Accounts
27
Discretionary
$45.7M
Accounts
27
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
24
AUM
$3.5M
HNW Individual Clients
1
AUM
$41.6M
Corporation or Business Clients
2
AUM
$645.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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