HERITAGE FAMILY OFFICES, LLP - Financial Advisor in Arizona, Scottsdale

Tel: (602) 775-5400 9841 E Bell Rd Suite 110 Scottsdale, Arizona 85260

About HERITAGE FAMILY OFFICES, LLP

HERITAGE FAMILY OFFICES, LLP is a Scottsdale, Arizona based financial advisory firm with nearly $365,145,341 in assets under management and provides investment advisory services for 763 clients. There are currently 15 financial advisors at the firm.

General Information

Firm CRD#:

323930

Firm SEC#:

801-126899

Assets Under Management:

$365,145,341

No. of Clients:

763

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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