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HERITAGE WEALTH ADVISORS

Tel: 513-440-5475
9110 Montgomery Rd.
Cincinnati, Ohio  45242

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HERITAGE WEALTH ADVISORS

HERITAGE WEALTH ADVISORS is a Cincinnati, Ohio based financial advisory firm with nearly $496,388,920 in assets under management and provides investment advisory services for 842 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 , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Other (FINANCIAL PLANNING FE

Firm CRD#:

312545

SEC#:

801-121624

No. of Clients:

842

Assets under Management

$496,388,920

No. of Advisors:

6

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