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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Heritage Asset Advisors Ltd LLP
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| CRD # | 144125 |
| SEC # | 801-67956 |
| CIK # | |
| AUM | $256.4 M (2025-03-26) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 281-966-3370 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 84.3 |
| (b) Individuals (high net worth individuals) | 82 | 172.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 256.4 |
| By Discretionary | ||
| Discretionary | 742 | 249.2 |
| Non-Discretionary | 48 | 7.2 |
| Total | 790 | 256.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.4 | |
| Total | 790 | 256.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shore Point Advisors LLC
✚
|
NJ | 0.3 |
|
Insight Strategic Wealth LLC
✚
|
TN | 0.3 |
|
Johnson Wealth Management LLC
✚
|
ND | 0.3 |
|
American Financial & Tax Strategies Inc
✚
|
NY | 0.3 |
|
IFS Advisors Inc
✚
|
FL | 0.3 |
|
Physician Wealth Solutions Inc
✚
|
0.3 | |
|
Freeman Will & Niemeier Inc
✚
|
IN | 0.3 |
|
Opinicus Capital Inc
✚
|
FL | 0.3 |
|
Bull Street Advisors LLC
✚
|
GA | 0.3 |
|
Huber Weakland & Associates Inc
✚
|
MD | 0.3 |