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Heritage Retirement Advisors, LLC
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Colleyville, Texas
$136.3 million AUM
2 offices

Heritage Retirement Advisors, LLC is based in Colleyville, Texas and has $136.3 million in assets under management.

Location
607 Cheek Sparger Road
Suite 150
Colleyville, TX 76034
$136.3 million
AUM
5
Employees
AUM Share
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$136,343,014
Assets under management
303 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 235 $40,764,916 30% $173,468
High net worth individuals 68 $95,578,098 70% $1,405,560
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$136,343,014
Assets under management
$27,268,603
AUM per employee
$45,447,671
AUM per investment analyst
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Compensation

Heritage Retirement Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Performance-based fees
Services offered

Heritage Retirement Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 165,191
SEC number 801-113257
Legal structure Limited Liability Company
Legal governance Texas, United States
Latest ADV filing date March 31, 2020

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