Heritage Institutional Services, LLC
Heritage Institutional Services, LLC (CRD# 165031) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $8,684,475 in 36 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$241,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, OK, TX
Robert Knowles (CRD# 4398143) is an Investment Advisor Representative working at Heritage Institutional Services, LLC in Oklahoma City, OK and has over 16 years of experience in the finance industry.
Heritage Institutional Serivces is an independent retirement plan consulting firm providing fiduciary services to plan sponsors. Heritage currently provides fiduciary services to plans from $5m to $500m in plan assets. Our current average client size is $30m in plan assets.
We assign two advisors, one support person, and one CFA portfolio manager to ever client.
Matthew McGuire (CRD# 4092184) is an Investment Advisor Representative working at Heritage Institutional Services, LLC in Oklahoma City, OK and has over 17 years of experience in the finance industry. Matthew McGuire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Shankle (CRD# 5366366) is an Investment Advisor Representative working at Heritage Institutional Services, LLC in Shreveport, LA and has 1 year of experience in the finance industry.