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, SEC-registered registered investment adviser that has operated since 2001. The firm manages client portfolios on a percentage-of-AUM fee basis and serves both individual/family and institutional clients. Its core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and selection of outside managers; the firm also identifies itself as a capital allocator and participates in sponsoring or managing pooled vehicles. Heritage Investment Group, Inc. does not identify as an active ESG investor. Heritage Investment Group, Inc. has been repeatedly recognized by CNBC as a Top 100 Financial Advisory Firm (2019, 2020, 2021, 2022 and 2025), reflecting recurring industry visibility rather than a single-year citation.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 65Active vs passive
$688M in ETFs
51%
$349M
49%
$339M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $102M | 2,294,074 | 14.79% |
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
Similar firms
Strategic Asset Management Group Advisors
RIAPompano Beach, FL
Hinkle Financial Services LLC
RIAPompano Beach, FL
Koss-Olinger Consulting, LLC
RIAGainesville, FL
Absolute Investment Advisers, LLC
RIARosemary Beach, FL
Aristotle Atlantic Partners, LLC
RIASarasota, FL
Occudo Quantitative Strategies LP
RIAFort Lauderdale, FL