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HERITAGE RETIREMENT ADVISORS, LLC
HUTTO RETIREMENT ADVISORS, LLC
CRD 165191 · SEC 801-113257
607 CHEEK SPARGER ROAD, SUITE 150, COLLEYVILLE, TX, 76034, United States
Phone
817-503-0100
Fax
817-622-8081
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$351.1M
Discretionary AUM
$351.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 247 | $102.2M |
| High net worth individuals | 98 | $214.9M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD