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HERITAGE INVESTMENT GROUP, INC.
CRD 113204 · SEC 801-60396
2480 N.E. 23RD STREET, POMPANO BEACH, FL, 33062, United States
Phone
954-785-5400
Fax
954-933-0966
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.23B
Discretionary AUM
$2.23B
Team
21 total employees; 12 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersINVESTMENT CONSULTATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 450 | $191.3M |
| High net worth individuals | 444 | $1.98B |
| Pension/profit sharing plans | 4 | $31.2M |
| Charitable organizations | 8 | $24.8M |
States served
AL, AZ, AR, CA, CO, DE, DC, GA, IA, LA, ME, MD, MA, MI, MS, NJ, NY, NC, OH, PA, SC, TN, VA, WI, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD