Be advised. This firm is no longer registered.

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
11820 Northup Way Ste E200, Bellevue, WA 98005
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $86,790
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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Heritage Benefits Investment Management, LLC
No Advisor Found.

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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