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Building 2FAMILY HERITAGE RESOURCE, INC.

Map pinAUGUSTA, GA
Phone706-739-0725
NotebookSEC #801-70525
Total AUM
$42.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 HUDSON TRACE
STE B
AUGUSTA
GA 30907
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
706-739-0725

ReceiptFinancials

Total AUM
$42.5M
Accounts
110
Discretionary
$0
Accounts
0
Non-Discretionary
$42.5M
Accounts
110

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GANC

HandshakeAffiliates

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

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