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HERITAGE WEALTH ADVISORS
RICHMOND, VA
804-643-4080
SEC #801-64803Total AUM
$4.9B
Employees
36Clients
451Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
919 EAST MAIN STREET
SUITE 950
RICHMOND
VA 23219
United States
SUITE 950
RICHMOND
VA 23219
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
804-643-4080
Other Offices
3
Financials
Total AUM
$4.9B
Accounts
1,616Discretionary
$4.7B
Accounts
1,584Non-Discretionary
$152.9M
Accounts
32
Clients
Individual Clients
130AUM
$44.1M
HNW Individual Clients
254AUM
$2.6B
Pooled Vehicle Clients
7AUM
$255.4M
Charitable Organization Clients
19AUM
$1.6B
Corporation or Business Clients
41AUM
$320.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGANCNYPASCTNVA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.