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Heritage Advisory Services, Inc.

Heritage Advisory Services, Inc.. CRD 119241

Heritage Advisory Services, Inc. logo

CRD: 119241

Heritage Advisory Services, Inc.

Malvern, PA, 19355
6108892066
www.heritagefincorp.com
$6.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
10-24-2000
Office Locations
1

Office Locations

5 Great Valley Parkway Suite 334 Malvern PA

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.

Team overview

61 AVG AGE
$6.5M AVG AUM / ADVISOR
$218.1K AVG AUM / CLIENT
25.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Quantum north Vital pathway Pathway

Client Personas

Harbor

Custodian

Vector optima

Investment Themes

Vector focus Horizon summit

Investment Vehicles

Optima frontier

Services

Foundation Focus Focus Pioneer peak Quantum matrix

Owner & Executives

B

BRIAN KEITH LUREEN

Chief Compliance Officer, Chief Executive Officer, DIRECTOR, President

CRD
#1613204
Ownership
Less than 5%
(781) 918-1789
matrix.peak@foundationcapital.com
in linkedin.com/in/prime-ridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-28-2011
03-27-2012
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

Total SMA Asset: $6,542,795

$6.5M Total SMA
Other:
17.9%
Equity - Exchange:
41.9%
Cash:
40.2%
Asset class Assets Assets %
Other $1,492,637,932 17.9%
Equity - Exchange $3,493,940,188 41.9%
Cash $3,352,181,278 40.2%
Total $8,338,759,398 100.0%

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