CRD: 307283
Heritage Advisors Group, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FocusValue
- Established Date
- 04-01-2020
- Office Locations
- 1
Office Locations
About Heritage Advisors Group, Inc.
Heritage Advisors Group provides wealth management, retirement planning, and estate strategy for entrepreneurs/executives, peak-career professionals, pre-retirees/retirees, and high-net-worth individuals. The team emphasizes portfolio construction and risk management, using a structured assessstrategizeimplement process to keep plans on track through life changes and market volatility. Schwab is listed as a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN BRUCE KELLY
Financial Advisor, Owner, Vice President
- CRD
- #7230044
- Ownership
- 50% but less than 75%
ANTHONY JOSEPH ROSSETTI
Financial Planner, Owner
- CRD
- #2756049
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
JOSEPH MICHAEL MCCANN
--
- CRD
- #8217110
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,155,001 | -- |
| Non-Discretionary | $2,548,096 | -- |
| Total | $87,703,097 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $87,703,097
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $136,243,289 | 11.5% |
| Equity - Exchange | $444,271,593 | 37.5% |
| Cash | $92,408,491 | 7.8% |
| Municipal Bonds | $202,587,846 | 17.1% |
| U.S. Government/Agency | $309,213,029 | 26.1% |
| Total | $1,184,724,248 | 100.0% |