Overview
Assets Under Management: $277 million
Headquarters: ROCKFORD, IL
High-Net-Worth Clients: 45
Average Client Assets: $4.4 million
Frequently Asked Questions
HERITAGE WAY ADVISORS, L.L.C. 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 #124816), HERITAGE WAY ADVISORS, L.L.C. is subject to fiduciary duty under federal law.
HERITAGE WAY ADVISORS, L.L.C. is headquartered in ROCKFORD, IL.
HERITAGE WAY ADVISORS, L.L.C. serves 45 high-net-worth clients according to their SEC filing dated March 19, 2018. View client details ↓
According to their SEC Form ADV, HERITAGE WAY ADVISORS, L.L.C. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HERITAGE WAY ADVISORS, L.L.C. manages $277 million in client assets according to their SEC filing dated March 19, 2018.
According to their SEC Form ADV, HERITAGE WAY ADVISORS, L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.78%
Average Client Assets: $4.4 million
Total Client Accounts: 370
Discretionary Accounts: 370
Regulatory Filings
CRD Number: 124816
Filing ID: 1189208
Last Filing Date: 2018-03-19 11:30:00