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Building 2HERITAGE ASSET ADVISORS LTD., LLP

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Phone281.966.3370
NotebookSEC #801-67956
Total AUM
$306.6M
Employees
5
Clients
392

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM TO 4:30PM
Monday - Friday
Phone
281.966.3370

ReceiptFinancials

Total AUM
$306.6M
Accounts
759
Discretionary
$294.2M
Accounts
705
Non-Discretionary
$12.4M
Accounts
54

ContactClients

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Individual Clients
298
AUM
$82.9M
HNW Individual Clients
93
AUM
$222.6M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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