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
Heritage Asset Management, LLC
By the Numbers
-
Total Assets Under Management115MILLION
-
Total Number of Accounts1,103ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (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.
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