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HERITAGE FAMILY OFFICES, LLP

Tel: (602) 775-5400
9841 E Bell Rd
Suite 110
Scottsdale, Arizona  85260

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HERITAGE FAMILY OFFICES, LLP

HERITAGE FAMILY OFFICES, LLP is a Scottsdale, Arizona based financial advisory firm with nearly $365,145,341 in assets under management and provides investment advisory services for 763 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm CRD#:

323930

SEC#:

801-126899

No. of Clients:

763

Assets under Management

$365,145,341

No. of Advisors:

15

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