HERITAGE WEALTH ADVISORS

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Company Profile

As of Date 09/30/2024
Adviser Type - Large advisory firm
Number of Employees 41 17.14%
of those in investment advisory functions 21 10.53%
AUM* 4,498,123,888 27.29%
of that, discretionary 4,165,555,320 22.07%
Private Fund GAV* 207,600,006 -48.50%
Avg Account Size 1,926,391 29.56%
High Net Worth 53.40% -0.88%
SMA’s Yes
Private Funds 7 5
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

Discretionary
Non-discretionary
4B 3B 3B 2B 2B 1B 523M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count7 GAV$207,600,006

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