The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

42. Heritage Investment Group

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Heritage Investment Group provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. As independent advisors, HIG professionals are not only fiduciaries who are legally bound to put clients' interests before their own but also claim to do so out of respect for the client relationships they've built since 1993.

Total AUM: 1.13B+

Years in Business: 18

Accounts Under Management: 1,654

Principals:

Timothy Slattery, Chief Investment Officer

Samuel Taylor, Vice President & Chief Compliance Officer

Contact:

heritageinvestment.com

2480 NE 23rd Street, Pompano Beach, FL 33062

(954) 785-5400