Overview
Assets Under Management: $315 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 592
Discretionary Accounts: 592
Regulatory Filings
CRD Number: 131525
Last Filing Date: 2025-02-11 00:00:00
Website: https://heritagefinancialplanning.com