HERITAGE ASSET MANAGERS, INC.

CRD 134955

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$83.4M

Discretionary AUM

$31.1M

Team

3 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM; PERCENTAGE OF ASSETS FOR CONSULT ONLY ACCOUNTS

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

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Services

Portfolio management (individuals)Portfolio management (institutions)PORTFOLIO CONSULTATION

Client types

Type	Clients	AUM
Individuals	13	$7.1M
High net worth individuals	16	$72.9M
Charitable organizations	1	$2.4M
Corporations/business entities	2	$896K

Official SEC filing: View on IAPD