Heritage Investment Group, Inc.
Firm details
- Headquarters
- Pompano Beach, Florida
- CRD number
- 113204
- Registered since
- July 16, 2001
- Website
- heritageinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.9%
- Individuals8.59%
- Pension & Profit Sharing Plans1.4%
- Charitable Organizations1.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Heritage Investment Group, Inc. is an independent registered investment adviser organized as a corporation and active since 2001. The firm serves both high‑net‑worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory capabilities include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Heritage identifies as a capital allocator and maintains industry roles that include acting as a sponsor/GP and managing member of pooled investment vehicles. Heritage does not market itself as an active ESG investor and is not structured as a multi‑state adviser or pension consultant. The firm has been recognized by CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020, 2021, 2022 and 2025.
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 Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Timothy Slattery
Chief Investment OfficerCRD 2322112
Contacts
3 of 15Courtney Teas
Co-Trustee Of Fuller Revocable TrustCRD 7024967
Jeff Realejo
Associate Wealth AdvisorCRD 6364642
Laura Maclean
CRD 4990825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$614M in ETFs
52%
$316M
48%
$298M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $88.4M | 2,274,675 | 14.40% |
Location
Pompano Beach, FL
Broward
Location
Pompano Beach, FL
Headquartered in Pompano Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 2480 Ne 23rd St
- Time zone
- ET (UTC-5)
- Office locations
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