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HERITAGE ASSET MANAGEMENT, LLC
CRD 323344 · SEC 801-126700
7926 E 171ST STREET, BELTON, MO, 64012, United States
Phone
816-348-2060
Fax
816-348-2070
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.0M
Discretionary AUM
$155.0M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 691 | $88.2M |
| High net worth individuals | 55 | $65.0M |
| Charitable organizations | 3 | $1.8M |
States served
AL, AK, AR, KS, LA, MI, OK, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD