Heritage Investment Group Inc

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Assets, Funds, Holdings

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Heritage Investment Group Inc
CRD #113204
SEC #801-60396
CIK #
AUM $1.1 BB (100% Disc, 100% US)
Employees20 (65% Investors, 0% Brokers)
Phone954-785-5400
Address2480 NE 23rd Street
Pompano Beach, FL 33062
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VEA 30.6
VWO 18.1
VEA 7.8
AAPL 843,560.0 7.5
TIP 6.7
SCZ 6.5
MSFT 865,660.0 6.0
GOOG 817,370.0 4.7
IEMG 4.5
PAYC 10,620.0 4.0
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Holdings by Sector ($BB)
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