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HERITAGE INVESTMENT GROUP, INC.

dba HERITAGE INVESTMENT GROUP, INC. · CRD 113204 · Registered Investment Adviser

HERITAGE INVESTMENT GROUP, INC. is a Registered Investment Adviser headquartered in POMPANO BEACH, FL. The firm reports $2,228,296,610 in regulatory assets under management across 2,239 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$2,228,296,610
Non-discretionary$0
Total RAUM$2,228,296,610
Accounts2,239

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 113204. adviserinfo.sec.gov/firm/summary/113204.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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