Heritage Advisory Services, Inc.

Heritage Advisory Services, Inc. (CRD# 119241) is a financial advisory firm headquartered in Malvern, PA. They manage $9,078,349 in 31 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $292,850
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Heritage Advisory Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Brian K. Lureen
CRD#: 1613204
5 Great Valley Parkway, Suite 334, Malvern, PA 19355
73
Wealthminder
score

Brian Lureen (CRD# 1613204) is an Investment Advisor Representative working at Heritage Advisory Services, Inc. in Malvern, PA and has over 29 years of experience in the finance industry.

2
David J. Anctil
CRD#: 1409290
5 Great Valley Parkway, Suite 334, Malvern, PA 19355
69
Wealthminder
score

David Anctil (CRD# 1409290) is an Investment Advisor Representative working at Heritage Advisory Services, Inc. in Malvern, PA and has over 11 years of experience in the finance industry.

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