Heritage Asset Advisors Ltd., LLP

Heritage Asset Advisors Ltd., LLP (CRD# 144125) is a financial advisory firm headquartered in , . They manage $245,662,159 in 742 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.heritageassetadvisors.com
By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    742
    ACCOUNTS
  • Average Account Value
    $331,081
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
The map below shows states where this firm has explicit registration only.

LA, NC, TX

Financial Advisors at Heritage Asset Advisors Ltd., LLP
Showing 1 - 4 of 4 top financial advisors.
1
Amy Garza, financial advisor Houston TX
Amy W. Garza
CRD#: 3207556
Houston, TX

Amy Garza (CRD# 3207556) is an Investment Advisor Representative working at Heritage Asset Advisors Ltd., LLP in Houston, TX and has over 24 years of experience in the finance industry.

2
Patrick Shinn, financial advisor Houston TX
Patrick F. Shinn
CRD#: 2442305
Houston, TX

Patrick Shinn (CRD# 2442305) is an Investment Advisor Representative working at Heritage Asset Advisors Ltd., LLP in Houston, TX and has over 30 years of experience in the finance industry.

3
Laura Smith, financial advisor Houston TX
Laura A. Smith
CRD#: 5339819
Houston, TX

Laura Smith (CRD# 5339819) is an Investment Advisor Representative working at Heritage Asset Advisors Ltd., LLP in Houston, TX and has over 16 years of experience in the finance industry.

4
Katie Tennent, financial advisor Houston TX
Katie E. Tennent
CRD#: 5339813
Houston, TX

Katie Tennent (CRD# 5339813) is an Investment Advisor Representative working at Heritage Asset Advisors Ltd., LLP in Houston, TX and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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