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HERITAGE WEALTH ARCHITECTS, INC.
Tel: 651-289-6444
1270 Northland Drive Suite 120
Mendota Heights, Minnesota 55120
HERITAGE WEALTH ARCHITECTS, INC.
HERITAGE WEALTH ARCHITECTS, INC. is a Mendota Heights, Minnesota based financial advisory firm with nearly $316,247,697 in assets under management and provides investment advisory services for 829 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
161261
SEC#:
801-112783
No. of Clients:
829
Assets under Management
$316,247,697
No. of Advisors:
6
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