Overview
Assets Under Management: $264 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 91
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.63
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 602
Discretionary Accounts: 592
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 122394
Last Filing Date: 2024-03-12 00:00:00
Website: HTTP://WWW.HERITAGEWEALTHMGMT.COM