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HERITAGE HOUSE ASSET MANAGEMENT
AQUILINO MICHAEL DOMENIC
CRD 125868 · SEC 801-64123
50 CONGRESS STREET, SUITE 700, BOSTON, MA, 02109, United States
Phone
617-482-8877
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$72.9M
Discretionary AUM
$72.9M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $72.9M |
Official SEC filing: View on IAPD