CRD: 131008
Heritage Financial Solutions, LLC
$103.1M Total AUM
$103.1M Disc. AUM
-- 3Y CAGR
2 Employees
184 ADV. Clients
13 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-10-2013
- Office Locations
- 1
Office Locations
2206 Summerlon Circle Dodge City KS
About Heritage Financial Solutions, LLC
Heritage Financial Solutions, LLC is a Dodge City, KS advisory firm affiliated with LPL Financial. The practice provides financial planning and asset management, including portfolio construction, tax and estate planning, insurance/annuity solutions, and 529 planning, with a stated focus that includes entrepreneurs. Investment implementation includes mutual funds/ETFs and fixed income; tech use includes Broadridge.
Team overview
-- AVG AGE
$103.1M AVG AUM / ADVISOR
$560.3K AVG AUM / CLIENT
13.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Crest Harbor
Client Personas
Element
Investment Themes
Wave Harbor
Investment Vehicles
Delta
Services
Bridge radial Vital capital Bridge Glacier Timber wave Pathway catalyst Value focus Quantum
Owner & Executives
A
AMBER LEE WALLIS
Chief Compliance Officer
- CRD
- #4442102
- Ownership
- Less than 5%
(354) 955-9667
delta.capital@catalystcapital.com
in linkedin.com/in/radial-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,086,563 | $214,137 |
| Non-Discretionary | $0 | -- |
| Total | $103,086,563 | $214,137 |
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Separately Managed Accounts
Total SMA Asset: $103,086,563
Public Funds:
33.6% Equity - Exchange:
19.1% Equity - OTC:
17.9% Cash:
29.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,504,301,581 | 33.6% |
| Equity - Exchange | $1,423,576,196 | 19.1% |
| Equity - OTC | $1,334,136,854 | 17.9% |
| Cash | $2,191,263,884 | 29.4% |
| Total | $7,453,278,515 | 100.0% |