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Building 2HERITAGE FINANCIAL PLANNING

Map pinDALLAS, TX
Phone214-446-2100
NotebookSEC #801-80348
Total AUM
$315.1M
Employees
5
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10440 N. CENTRAL EXPRESSWAY
SUITE 1540
DALLAS
TX 75231
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
214-446-2100
Other Offices
2

ReceiptFinancials

Total AUM
$315.1M
Accounts
592
Discretionary
$315.1M
Accounts
592
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$50.4M
HNW Individual Clients
83
AUM
$264.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GALATNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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