H
$83.4M Total AUM
$31.1M Disc. AUM
-- 3Y CAGR
3 Employees
32 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · Prudential
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-18-2005
- Office Locations
- 2
Office Locations
1920 N. Main St. North Little Rock AR
-- Little Rock AR
About Heritage Asset Managers, Inc.
Heritage Asset Managers, Inc. is a Little Rock-based RIA with 2 offices. The firm has been operating for 21 years. Managing $83.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$27.8M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
16.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
21yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK ENGEL GEORGE
Chairman, Managing Director
- CRD
- #724189
- Ownership
- 50% but less than 75%
Available
Available
Available
T
THEODORE JOSEPH HIEGEL
President
- CRD
- #1865013
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,109,125 | -- |
| Non-Discretionary | $52,277,565 | -- |
| Total | $83,386,690 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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