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Building 2HERITAGE HOUSE ASSET MANAGEMENT

Map pinBOSTON, MA
Phone617-482-8877
NotebookSEC #801-64123
Total AUM
$47.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CONGRESS STREET
SUITE 300
BOSTON
MA 02109
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
617-482-8877

ReceiptFinancials

Total AUM
$47.4M
Accounts
82
Discretionary
$47.4M
Accounts
82
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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