HERITAGE FINANCIAL ADVISORY, LLC

RIASEC Registered
Total AUM
$19.2M
Discretionary
$19.2M
100% of AUM
Avg account
$194K
Accounts
99
Employees
2
Advisory reps
2

Firm details

Headquarters
JACKSONVILLE, Florida
CRD number
315898
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals50.77%
  • HNWI49.23%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Heritage Financial Advisory, LLC is a small, privately owned advisory firm that serves individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and also operates as an insurance broker. Heritage acts as a capital allocator and provides portfolio management for individuals and small businesses; it also selects and oversees other advisers or external managers on clients’ behalf. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

2 of 2
  • Paxton Driscoll

    Wealth AdvisorCRD 7433019

  • GREGORY CARNIVALE

    Owner and PresidentCRD 2315686

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JACKSONVILLE, FL

DUVAL

Location

JACKSONVILLE, FL

Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
DUVAL
Address
10199 Southside Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth