Heritage Advisors Group, Inc.
Firm details
- Headquarters
- Altamonte Spirngs, Florida
- CRD number
- 307283
- Website
- www.heritage-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.22%
- Individuals44.04%
- Pension & Profit Sharing Plans1.05%
- Charitable Organizations0.56%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Heritage Advisors Group, Inc. is an independent, privately owned registered investment adviser serving individuals, families and some institutional clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and produces periodic written materials for clients. Its billing mixes percentage-of-assets fees with hourly and fixed-fee engagements, and it maintains relationships with accounting and insurance firms. Heritage is not positioned as an ESG-focused adviser, does not present itself as a multi-state or pension consultant, and operates as a single-office RIA.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 3
Joseph Mccann
Financial AdvisorCRD 8217110
Anthony Rossetti
President, Founding MemberCRD 2756049
John Kelly
President, Founding MemberCRD 7230044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Altamonte Spirngs, FL
Seminole
Location
Altamonte Spirngs, FL
Headquartered in Altamonte Spirngs, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Seminole
- Address
- 761 Maitland Ave
- Time zone
- ET (UTC-5)
- Office locations
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