| Name | Title | Ownership | Since |
|---|---|---|---|
| Courtney Elizabeth Teas | Co-Trustee Of The Teas Revocabletenancy By The Entirety Trust | Under 5% | 2011 |
| David Kenneth Teas | Co-Trustee Of The Teas Revocable Tenancy By The Entirety Trust | Under 5% | 2011 |
| Frederick R. MacLean, Jr. Rev. Trust Dated 05/31/00 Control | Owner | 50-75% | 2005 |
Heritage Investment Group, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.
Heritage Investment Group, Inc. reports 21 employees.
Heritage Investment Group, Inc. is based in Pompano Beach, FL and has been SEC-registered since 2001.
Heritage Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2480 N.e. 23rd Street, Pompano Beach, FL 33062 |
| Phone | 954-785-5400 |
| Fax | 954-933-0966 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.91B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.91B |