Heritage Investment Group

Trust Score 97%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Heritage Investment Group, federally registered in 2001, is a Registered Investment Advisor (RIA) in 25 state(s) with a licensed staff of 13 advisors. Heritage Investment Group manages $1.1 billion and provides investment advisory services for 753 clients (1:58 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,510,502
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:58
Headquarters Pompano Beach, FL
SEC Filings Forms and Brochures    (CRD # 113204)
State(s) Registered AL, AR, CA, CO, CT, DE, DC, FL, GA, HI, LA, ME, MD, MA, MI, MS, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WI

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