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Heritage Asset Management, LLC

● SEC registered since 2022CRD 323344SEC# 801-126700Belton, MO
Export (members)
Reg. AUM
$130M
Employees
2
Accounts
705
Location
Belton, MO

Heritage Asset Management, LLC assets under management

Heritage Asset Management, LLC is an SEC-registered investment adviser based in Belton, MO. The firm has been registered since 2022. It reports $130 million in regulatory assets under management and employs 2 people.
www.heritage-kc.comView on SEC.gov ↗

Heritage Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Wayne Thompson ControlManaging Member/CcoOver 75%2022

Frequently asked questions

How much does Heritage Asset Management, LLC manage?

Heritage Asset Management, LLC reports $130 million in regulatory assets under management on its Form ADV.

How many employees does Heritage Asset Management, LLC have?

Heritage Asset Management, LLC reports 2 employees.

Where is Heritage Asset Management, LLC located?

Heritage Asset Management, LLC is based in Belton, MO and has been SEC-registered since 2022.

Does Heritage Asset Management, LLC disclose fund performance?

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

Contact & registration

Address7926 E 171st Street, Belton, MO 64012
Phone816-348-2060
Fax816-348-2070
Office hours9 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130M
Non-discretionary$0
Total (RAUM)$130M