HERITAGE INVESTMENT GROUP, INC. - Financial Advisor in Florida, Pompano Beach

Tel: 954-785-5400 2480 N.E. 23rd Street Pompano Beach, Florida 33062

About HERITAGE INVESTMENT GROUP, INC.

HERITAGE INVESTMENT GROUP, INC. is a Pompano Beach, Florida based financial advisory firm with nearly $1,703,041,619 in assets under management and provides investment advisory services for 2051 clients. There are currently 21 financial advisors at the firm.

General Information

Firm CRD#:

113204

Firm SEC#:

801-60396

Assets Under Management:

$1,703,041,619

No. of Clients:

2051

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INVESTMENT CONSULTATIONS)

Fee Structure:

A percentage of AUM

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Top Financial Advisory Firms in Florida, Pompano Beach

FirmCRD#:135832

SEC#:801-68978

No. of Advisors:5

No. of Clients:394

AUM:$376,705,928

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS

135832

801-68978

394

$376,705,928

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