Heritage Asset Advisors Ltd., LLP
Heritage Asset Advisors Ltd., LLP is an SEC-registered mass-market adviser with $306.6M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Heritage Asset Advisors Ltd., LLP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144125, SEC 801-67956, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $306.6M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 391
- CRD
- 144125
- Ownership
- SHINN, ANNE, ELIZABETH; SHINN, LAURA, ANNE; HERITAGE ADVISORS, INC.; TENNENT, KATIE, ELIZABETH; SHINN, KATIE, ELIZABETH
How much AUM does Heritage Asset Advisors Ltd., LLP have?
Heritage Asset Advisors Ltd., LLP reported $306.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Heritage Asset Advisors Ltd., LLP?
Disclosed owners and executives of Heritage Asset Advisors Ltd., LLP include SHINN, ANNE, ELIZABETH, SHINN, LAURA, ANNE, HERITAGE ADVISORS, INC., TENNENT, KATIE, ELIZABETH, SHINN, KATIE, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.