Heritage Investment Group, Inc.

Heritage Investment Group, Inc. (CRD# 113204) is a financial advisory firm headquartered in Pompano Beach, FL. They manage $1,703,041,619 in 2,051 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
2480 N.e. 23rd Street, Pompano Beach, FL 33062
https://www.heritageinvestment.com
By the Numbers
  • Total Assets Under Management
    1,703
    MILLION
  • Total Number of Accounts
    2,051
    ACCOUNTS
  • Average Account Value
    $830,347
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI

Financial Advisors at Heritage Investment Group, Inc.
Showing 11 - 13 of 13 top financial advisors.
11
Samuel Taylor, financial advisor Pompano Beach FL
Samuel H. Taylor
CRD#: 2455461
2480 N.e. 23rd Street, Pompano Beach, FL 33062

Samuel Taylor (CRD# 2455461) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has 1 year of experience in the finance industry.

12
David Teas, financial advisor Pompano Beach FL
David K. Teas
CRD#: 6037772
2480 N.e. 23rd Street, Pompano Beach, FL 33062

David Teas (CRD# 6037772) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has 1 year of experience in the finance industry.

13
Frederick Maclean, financial advisor Pompano Beach FL
Frederick R. Maclean
CRD#: 6869834
2480 N.e. 23rd Street, Pompano Beach, FL 33062

Frederick Maclean (CRD# 6869834) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 6 years of experience in the finance industry.

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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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