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).
Total Assets Under Management69MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$1,929,885
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
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.