Heritage Road Advisors

Heritage Road Advisors (CRD# 305458) is a financial advisory firm headquartered in Point Clear, AL. They manage $7,005,702 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 500, Point Clear, AL 36564
http://www.heritageroadadvisors.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $206,050
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, WA

Financial Advisors at Heritage Road Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Mary Benedict, financial advisor Fairhope AL
Mary A. Benedict
CRD#: 2283420
Fairhope, AL

Mary Benedict (CRD# 2283420) is an Investment Advisor Representative working at Heritage Road Advisors in Fairhope, AL and has over 31 years of experience in the finance industry.

2
Paul Henderson, financial advisor Seattle WA
Paul A. Henderson
CRD#: 5170955
Seattle, WA

Paul Henderson (CRD# 5170955) is an Investment Advisor Representative working at Heritage Road Advisors in Seattle, WA and has over 15 years 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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