$72.9M Total AUM
$72.9M Disc. AUM
-- 3Y CAGR
2 Employees
55 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-02-1995
- Office Locations
- 1
Office Locations
50 Congress Street Suite 632 Boston MA
About Heritage House Asset Management
Heritage Property Management supports HOAs and condominiums with end-to-end community management in the Atlanta area, including closing services, collections, leasing administration, and construction/maintenance oversight. The firm runs a preferred vendor program to source and monitor vetted contractors, and offers complimentary Heritage University courses to educate boards and residents.
Team overview
-- AVG AGE
$36.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
11.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Ember eagle Oak timber Horizon Ridge
Custodian
Peak vertex Radial Element Meridian Ember momentum
Investment Themes
Timber
Investment Vehicles
Ember
Services
Atlas element Quantum Vital Pathway
Owner & Executives
M
MICHAEL DOMENIC AQUILINO
Chief Compliance Officer, Owner, Vice President
- CRD
- #4645724
- Ownership
- 75% or more
(548) 384-9372
matrix.legacy@optimacapital.com
in linkedin.com/in/vector-ridge
Showing 1 of 1 owners & executives
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A
Angelica Aquilino
--
- CRD
- #7854595
(842) 975-4428
eagle.capital@elementcapital.com
in linkedin.com/in/signal-prime
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,920,640 | $578,564 |
| Non-Discretionary | $0 | -- |
| Total | $72,920,640 | $578,564 |
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Separately Managed Accounts
Total SMA Asset: $72,920,640
Equity - Exchange:
12.5% U.S. Government/Agency:
29.8% Cash:
23.1% Public Funds:
34.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $730,850,671 | 12.5% |
| U.S. Government/Agency | $1,742,348,000 | 29.8% |
| Cash | $1,350,612,040 | 23.1% |
| Public Funds | $2,022,994,657 | 34.6% |
| Total | $5,846,805,368 | 100.0% |