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HERITAGE INVESTMENT GROUP, INC.

Tel: 954-785-5400
2480 N.E. 23rd Street
Pompano Beach, Florida  33062

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HERITAGE INVESTMENT GROUP, INC.

HERITAGE INVESTMENT GROUP, INC. is a Pompano Beach, Florida based financial advisory firm with nearly $1,703,041,619 in assets under management and provides investment advisory services for 2051 clients. There are currently 21 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 , Selection for other advisors , Other (INVESTMENT CONSULTATIONS)

Fee Structure:

A percentage of AUM

Firm CRD#:

113204

SEC#:

801-60396

No. of Clients:

2051

Assets under Management

$1,703,041,619

No. of Advisors:

21

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