# HERITAGE ASSET MANAGEMENT INC

HERITAGE ASSET MANAGEMENT INC of ST PETERSBURG, FL is an SEC-registered investment adviser.

## Registration

- CRD: 112392
- Type: SEC-registered investment adviser
- SEC file number: 801-25067
- Location: 880 CARILLON PKWY, ST PETERSBURG, FL, 33716
- Phone: 727-573-8143
- Latest filing: 2008-05-02
- Regulatory AUM: $10.1B
- Discretionary AUM: $9.5B
- Non-discretionary AUM: $635.7M
- Clients: 51
- Accounts: 14

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| JAMES THOMAS ALAN | CHAIRMAN OF THE BOARD; NONE | — |
| JULIEN JEFFREY PAUL | DIRECTOR | — |
| WALLACE ROBERT PETER | SENIOR VICE PRESIDENT | — |
| RIESS RICHARD KARL | DIRECTOR/CEO | — |
| HILL STEPHEN GARRARD | DIRECTOR; DIRECTOR/PRESIDENT | — |
| MULLINS ANDREA NOLAN | TREASURER | — |
| CALABRO MATHEW JOHN | CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT/DIRECTOR; SR. VICE PRESIDENT/PRINCIPAL EXECUTIVE OFFICER/DIRECTOR | — |
| ROSSI RICHARD JOHN | DIRECTOR; EXECUTIVE VICE PRESIDENT/ DIRECTOR | — |
| WALZER SUSAN LAVELLE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ASSISTANT SECRETARY | — |
| BRADY ROBERT NYLE | DIRECTOR/PRESIDENT; PRESIDENT | — |
| GLASSMAN DONALD H | TREASURER | — |
| CLARK KENNETH CARL | EXECUTIVE VICE PRESIDENT/CHIEF OPERATING OFFICER/DIRECTOR; EXECUTIVE VICE PRESIDENT/COO; EXECUTIVE VICE PRESIDENT/COO/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112392/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112392/similar
- Related entities: https://search.stillhousedata.com/firm/112392/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112392

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.