Heritage Benefits Investment Management, LLC
Heritage Benefits Investment Management, LLC (CRD# 134986) is a financial advisory firm headquartered in Bellevue, WA. They manage $21,986,879 in 330 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts330ACCOUNTS
Average Account Value$66,627
- A percentage of assets under your management
- Hourly charges
- 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)
Edwin Day (CRD# 2469775) is an Investment Advisor Representative working at Heritage Benefits Investment Management, LLC in Bellevue, WA and has over 23 years of experience in the finance industry.