Heritage Investment Group, Inc. is a well-established local investment advisory firm based out of Pompano Beach, FL. With a team of 23 dedicated professionals, including 15 investment advisors, they provide comprehensive financial guidance to a diverse client base. The firm's expertise lies in managing assets under management (AUM), which averages around $46,940,000 per investment advisor, a figure in line with industry standards.
As a testament to their success, Heritage Investment Group, Inc. oversees an impressive portfolio of over $1,502,110,000 in AUM for more than 480 individual clients. While their primary focus is on cate...
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Assets Under Mgmt
$1.5B
Investment Professionals
15
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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