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HERITAGE ASSET ADVISORS LTD., LLP
CRD 144125 · SEC 801-67956
LA, United States
Phone
281.966.3370
Fax
713.827.7750
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$306.6M
Discretionary AUM
$294.2M
Team
5 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Partnership
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 298 | $82.9M |
| High net worth individuals | 93 | $222.6M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD