Heritage Benefits Investment Management, LLC

Heritage Benefits Investment Management, LLC (CRD# 134986) is a financial advisory firm headquartered in Bellevue, WA. They manage $28,033,173 in 323 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.


Financial Advisors at Heritage Benefits Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Edwin A. Day
CRD#: 2469775
2950 Northup Way #105, Bellevue, WA 98007

Edwin Day (CRD# 2469775) is an Investment Advisor Representative working at Heritage Benefits Investment Management, LLC in Bellevue, WA and has over 24 years of experience in the finance industry.

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