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HERITAGE ASSET ADVISORS LTD., LLP
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$256.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 249.2M |
| Non-Discretionary | 7.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 144125 |
| SEC Number | 801-67956 |
| Phone | 281.966.3370 |
| Fax | 713.827.7750 |
| Total Employees | 5 |
Client Count by Type (394 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 312 |
| High Net Worth Individual… | 82 |
County data not available for this organization.