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- Custodian
- Charles Schwab & Company · Morgan Stanley · Prudential
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-18-2005
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 37.3% is discretionary and 62.7% is non-discretionary.
The firm reports 3 advisory representatives and 32 clients, or 10.7 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 2 reported office locations and 21 years in operation. The source data was last updated on March 30, 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
- Investment Themes
- Investment Vehicles
- Services
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The full Heritage Asset Managers, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK ENGEL GEORGE
Chairman, Managing Director
- CRD
- #724189
- Ownership
- 50% but less than 75%
THEODORE JOSEPH HIEGEL
President
- CRD
- #1865013
- Ownership
- 50% but less than 75%
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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
SMA allocation detail is available
Heritage Asset Managers, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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