Heritage House Asset Management

Heritage House Asset Management (CRD# 125868) is a financial advisory firm headquartered in Boston, MA. They manage $61,885,783 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
50 Congress Street, Suite 700, Boston, MA 02109
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $937,663
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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Heritage House Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Michael Aquilino, financial advisor Boston MA
Michael D. Aquilino
CRD#: 4645724
50 Congress Street, Suite 632, Boston, MA 02109

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.

2
Angelica Aquilino, financial advisor Boston MA
Angelica Aquilino
CRD#: 7854595
50 Congress Street, Suite 700, Boston, MA 02109

Angelica Aquilino (CRD# 7854595) is an Investment Advisor Representative working at Heritage House Asset Management in Boston, MA and has 1 year of experience in the finance industry.

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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