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