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HERITAGE ADVISORY SERVICES, INC.
CRD 119241 · SEC 801-67269
5 GREAT VALLEY PARKWAY, SUITE 334, MALVERN, PA, 19355, United States
Phone
610-889-2066
Fax
610-889-2056
Registration
— (—)
Source
State registered
Total AUM
$6.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.2M |
| High net worth individuals | 7 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD