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Heritage Asset Advisors Ltd., LLP

● SEC registered since 2007CRD 144125SEC# 801-67956
Export (members)
Reg. AUM
$256.4M
Employees
5
Accounts
790
Location
—

Heritage Asset Advisors Ltd., LLP assets under management

Heritage Asset Advisors Ltd., LLP is an investment advisory firm registered with the SEC. The firm has been registered since 2007. It reports $256.4 million in regulatory assets under management and employs 5 people.
www.heritageassetadvisors.comView on SEC.gov ↗

Heritage Asset Advisors Ltd., LLP owners & executives

7 reported
NameTitleOwnershipSince
Anne Elizabeth Shinn ControlVice President And Chief Compliance Officer25-50%2007
Heritage Advisors, Inc. ControlGeneral PartnerUnder 5%2007
Katie Elizabeth TennentPartner5-10%2007
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Frequently asked questions

How much does Heritage Asset Advisors Ltd., LLP manage?

Heritage Asset Advisors Ltd., LLP reports $256.4 million in regulatory assets under management on its Form ADV.

How many employees does Heritage Asset Advisors Ltd., LLP have?

Heritage Asset Advisors Ltd., LLP reports 5 employees.

Does Heritage Asset Advisors Ltd., LLP disclose fund performance?

Heritage Asset Advisors Ltd., LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone281.966.3370
Fax713.827.7750
Office hours8:00a.m. To 4:30p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$249.2M
Non-discretionary$7.2M
Total (RAUM)$256.4M