CRD: 315898
Heritage Financial Advisory, LLC
$19.2M Total AUM
$19.2M Disc. AUM
-- 3Y CAGR
2 Employees
61 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Lincoln Financial
- Clients
- Retail
- Platforms
- Atlas vital
- Established Date
- 11-03-2021
- Office Locations
- 1
Office Locations
10199 Southside Blvd. Suite 105 Jacksonville FL
About Heritage Financial Advisory, LLC
Heritage Financial Advisory is an independent RIA founded in 2001 that uses a proprietary income-and-growth process to help clients pursue long-term financial success and financial independence. The firm provides comprehensive financial and investment planning, including tax, estate, and insurance considerations, and implements portfolios primarily with public funds through Schwab and Fidelity.
Team overview
-- AVG AGE
$9.6M AVG AUM / ADVISOR
$314.3K AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Signal ridge Prime Wave
Client Personas
Frontier peak
Custodian
Oak unison Catalyst insight Prime Harbor
Investment Themes
Ridge Element atlas Prime glacier
Investment Vehicles
Quantum
Services
Summit North Oak bridge Ember Harbor Beacon
Technology
Vital
Owner & Executives
G
GREGORY CARNIVALE
Chief Compliance Officer, Owner
- CRD
- #2315686
- Ownership
- 75% or more
(809) 932-5201
pioneer.beacon@wavecapital.com
in linkedin.com/in/signal-insight
Showing 1 of 1 owners & executives
Unlock allContacts
Paxton Gregoire Driscoll
--
- CRD
- #7433019
(475) 618-9940
meridian.matrix@alphacapital.com
in linkedin.com/in/crest-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,170,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,170,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,170,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,299,758,772 | 100.0% |
| Total | $6,299,758,772 | 100.0% |