Overview
Assets Under Management: $155 million
Headquarters: BELTON, MO
High-Net-Worth Clients: 55
Average Client Assets: $1.2 million
Frequently Asked Questions
HERITAGE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323344), HERITAGE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HERITAGE ASSET MANAGEMENT, LLC is headquartered in BELTON, MO.
HERITAGE ASSET MANAGEMENT, LLC serves 55 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, HERITAGE ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HERITAGE ASSET MANAGEMENT, LLC manages $155 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, HERITAGE ASSET MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.94%
Average Client Assets: $1.2 million
Total Client Accounts: 1,293
Discretionary Accounts: 1,293
Regulatory Filings
CRD Number: 323344
Filing ID: 2045497
Last Filing Date: 2026-01-29 10:54:34