CRD: 119241
Heritage Advisory Services, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-24-2000
- Office Locations
- 1
Office Locations
About Heritage Advisory Services, Inc.
Heritage Fincorp provides integrated wealth management for individuals and families, combining customized financial and estate planning with investment portfolio guidance alongside in-house tax preparation and access to mortgage and insurance solutions. Portfolios emphasize asset allocation and ETF implementation, with custody reported at Charles Schwab—useful for distribution teams aligning product placement across planning, protection, and investments.
Reported data analysis
What the numbers show
Between October 28, 2011 and March 27, 2012, reported AUM decreased 69.4%, from $29.4M to $9.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $218.1K in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
BRIAN KEITH LUREEN
Chief Compliance Officer, Chief Executive Officer, DIRECTOR, President
- CRD
- #1613204
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $140,625 |
| Non-Discretionary | $6,542,795 | -- |
| Total | $6,542,795 | $140,625 |
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Separately Managed Accounts
SMA allocation detail is available
Heritage Advisory Services, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.