Heritage Asset Management, LLC

Heritage Asset Management, LLC (CRD# 323344) is a financial advisory firm headquartered in Belton, MO. They manage $115,000,000 in 1,103 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
7926 E 171st Street, Belton, MO 64012
https://www.heritage-kc.com
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    1,103
    ACCOUNTS
  • Average Account Value
    $104,261
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
  • Pension consulting services
  • 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.

AR, FL, IA, KS, LA, MI, MO, NE, OK, TX

Financial Advisors at Heritage Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dustin Johnson, financial advisor Belton MO
Dustin A. Johnson
CRD#: 5523584
7926 E 171st Street, Belton, MO 64012

Dustin Johnson (CRD# 5523584) is an Investment Advisor Representative working at Heritage Asset Management, LLC in Belton, MO and has over 15 years of experience in the finance industry.

2
David Thompson, financial advisor Belton MO
David W. Thompson
CRD#: 4440375
7926 E 171st Street, Belton, MO 64012

David Thompson (CRD# 4440375) is an Investment Advisor Representative working at Heritage Asset Management, LLC in Belton, MO and has over 22 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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