HERITAGE WEALTH ARCHITECTS, INC. - Financial Advisor in Minnesota, Mendota Heights

Tel: 651-289-6444 1270 Northland Drive Suite 120 Mendota Heights, Minnesota 55120

About HERITAGE WEALTH ARCHITECTS, INC.

HERITAGE WEALTH ARCHITECTS, INC. is a Mendota Heights, Minnesota based financial advisory firm with nearly $316,247,697 in assets under management and provides investment advisory services for 829 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

161261

Firm SEC#:

801-112783

Assets Under Management:

$316,247,697

No. of Clients:

829

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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