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Building 2HERITAGE INVESTMENT GROUP, INC.

Map pinPOMPANO BEACH, FL
Phone954-785-5400
NotebookSEC #801-60396
Total AUM
$2.2B
Employees
21
Clients
906

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2480 N.E. 23RD STREET
POMPANO BEACH
FL 33062
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
954-785-5400
Other Offices
3

ReceiptFinancials

Total AUM
$2.2B
Accounts
2,239
Discretionary
$2.2B
Accounts
2,239
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
450
AUM
$191.3M
HNW Individual Clients
444
AUM
$2B
Pension/Profit Sharing Plan Clients
4
AUM
$31.2M
Charitable Organization Clients
8
AUM
$24.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTATIONS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAHIIALAMAMDMEMIMSNCNHNJNYOHPASCTNTXVAWI

HandshakeAffiliates

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

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