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Heritage Wealth Architects Inc
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CRD # | 161261 |
SEC # | 801-112783 |
CIK # | |
AUM | $258.8 MM (2024-02-07) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 651-289-6444 |
Address | 1270 Northland Drive Mendota Heights, MN 55120 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 83 | 24.7 |
(b) Individuals (high net worth individuals) | 93 | 207.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 1.5 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 5 | 24.7 |
(n) Other | 0 | 0.0 |
Total | 681 | 258.8 |
By Discretionary | ||
Discretionary | 582 | 190.0 |
Non-Discretionary | 99 | 68.8 |
Total | 681 | 258.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 258.8 | |
Total | 681 | 258.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Raleigh Capital Management Inc
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|
NC | 0.3 |
Fireside Capital Advisors Inc
✚
|
TX | 0.3 |
Seros Financial LLC
✚
|
AZ | 0.3 |
Turn8 Private Wealth Inc
✚
|
0.3 | |
Summit Group Retirement Planners Inc
✚
|
PA | 0.3 |
Christy Capital Management Inc
✚
|
GA | 0.3 |
BETO Financial Group LLC
✚
|
ID | 0.3 |
Diversified Financial Management Associates Inc
✚
|
MA | 0.3 |
Auxin Group Wealth Management LLC
✚
|
OH | 0.3 |
Assetgrade LLC
✚
|
MA | 0.3 |