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Heritage Investment Group, Inc.
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Pompano Beach, Florida
$1.4 billion AUM
5 offices

Heritage Investment Group, Inc. is based in Pompano Beach, Florida and has $1.4 billion in assets under management.

Location
2480 N.E. 23rd Street
Pompano Beach, FL 33062
$1.4 billion
AUM
21
Employees
AUM Share
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$1,354,868,446
Assets under management
1,801 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 351 $104,228,044 8% $296,946
High net worth individuals 398 $1,186,906,761 88% $2,982,178
Pension and profit sharing plans Fewer than 5 clients $10,766,195
Charitable organizations 5 $52,967,446 4% $10,593,489
Employees Share
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21
Employees
14
Investment analysts
67% of total employees
AUM per employee Share
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$1,354,868,446
Assets under management
$64,517,545
AUM per employee
$96,776,318
AUM per investment analyst
About Share
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Compensation

Heritage Investment Group, Inc. makes money through the following ways:

  • Percentage of AUM
Services offered

Heritage Investment Group, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Investment consultations
Firm data Share
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CRD number 113,204
SEC number 801-60396
Legal structure Corporation
Legal governance Florida, United States
Latest ADV filing date March 12, 2020

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