HERITAGE FAMILY OFFICES, LLP
SEC Form ADV profile.
Total regulatory AUM
$423,261,650
Discretionary
$423,261,650
Non-discretionary
$0
Firm details
- CRD number
- 323930
- SEC file number
- 801-126899
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.