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HERITAGE ADVISORS GROUP, INC.
CRD 307283
761 MAITLAND AVE., ALTAMONTE SPRINGS, FL, 32701, United States
Phone
407-702-6655
Fax
407-702-6783
Registration
— (—)
Source
State registered
Total AUM
$87.7M
Discretionary AUM
$85.2M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $38.6M |
| High net worth individuals | 32 | $47.6M |
| Pension/profit sharing plans | 1 | $925K |
| Charitable organizations | 2 | $488K |
| Corporations/business entities | 1 | $110K |
All web addresses on file
Official SEC filing: View on IAPD