Be advised. This firm is no longer registered.

Heritage Investment Management, Inc.

Heritage Investment Management, Inc. (CRD# 126682) is a financial advisory firm headquartered in Elk Grove, CA. They manage $913,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.


Financial Advisors at Heritage Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
James N. Ostini
CRD#: 1632353
10471 Grantline Road, Suite 150, Elk Grove, CA 95624

James Ostini (CRD# 1632353) is an Investment Advisor Representative working at Heritage Investment Management, Inc. in Elk Grove, CA and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.