Heritage House Asset Management

Heritage House Asset Management (CRD# 125868) is a financial advisory firm headquartered in Boston, MA. They manage $69,475,856 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $1,929,885
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

MA

Financial Advisors at Heritage House Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Michael D. Aquilino
CRD#: 4645724
50 Congress Street, Suite 632, Boston, MA 02109
87
Wealthminder
score

Michael Aquilino (CRD# 4645724) is an Investment Advisor Representative working at Heritage House Asset Management in Boston, MA and has 1 year of experience in the finance industry.

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