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HERITAGE FAMILY OFFICES, LLP
CRD 323930 · SEC 801-126899
9841 E BELL RD, SUITE 110, SCOTTSDALE, AZ, 85260, United States
Phone
(602) 775-5400
Fax
(602) 775-5451
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$423.3M
Discretionary AUM
$423.3M
Team
13 total employees; 3 advisory reps; 250 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Partnership
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $367.1M |
| High net worth individuals | 80 | $56.2M |
States served
AZ
All web addresses on file
Official SEC filing: View on IAPD