HERITAGE INVESTMENT GROUP, INC. of POMPANO BEACH, FL is an SEC-registered investment adviser (CRD 113204). Regulatory assets under management: $2.2B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
Showing 25 of 26 people.
| Name | Role | Location |
|---|---|---|
| Laura G Maclean | CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST/TRUSTEE OF MACLEAN FAMILY TRUST | — |
| Jr. Frederick Maclean | PRESIDENT/CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST | — |
| Samuel Hardy Taylor | VICE PRESIDENT/CCO/ CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | — |
| Robert Ian Mccarver | SECRETARY/TREASURER | — |
| Timothy Glenn Slattery | CHIEF INVESTMENT OFFICER/TRUSTEE OF TIMOTHY GLENN SLATTERY REV. TRUST | — |
| Heide R Taylor | CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | — |
| Tracy M Mccarver | HEAD OF TRADING | — |
| David Kenneth Teas | CO-TRUSTEE OF THE TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST | — |
| Courtney Elizabeth Teas | CO-TRUSTEE OF THE TEAS REVOCABLETENANCY BY THE ENTIRETY TRUST | — |
| MACLEAN JR FREDERICK RICHARDS | OWNER; PRESIDENT; PRESIDENT/CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST | — |
| TAYLOR SAMUEL | VICE PRESIDENT; VICE PRESIDENT/CCO | — |
| MCCARVER ROBERT IAN | SECRETARY/TREASURER | — |
| HINKLE DARRYL LEE | PORTFOLIO MANAGER; PORTFOLIO MANAGER\CO-TRUSTEE OF THE DARRYL L. HINKLE REV. TRUST | — |
| MACLEAN LAURA G | CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST/TRUSTEE OF MACLEAN FAMILY TRUST | — |
| SLATTERY TIMOTHY GLENN | CHIEF INVESTMENT OFFICER/TRUSTEE OF TIMOTHY GLENN SLATTERY REV. TRUST | — |
| TAYLOR S HARDY | VICE PRESIDENT/CCO/ CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MACLEAN ANNE | OWNER | — |
| MCCARVER ROBERT | SECRETARY/TREASURER | — |
| TAYLOR JAMES R | CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | — |
| MCCARVER TRACY M | HEAD OF TRADING | — |
| HINKLE LINDA MARIE | CO-TRUSTEE OF THE DARRYL L. HINKLE REV. TRUST | — |
| TEAS DAVID KENNETH | CO-TRUSTEE OF THE TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST | — |
| TEAS COURTNEY ELIZABETH | CO-TRUSTEE OF THE TEAS REVOCABLETENANCY BY THE ENTIRETY TRUST | — |
| Laura G. Maclean | CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST/TRUSTEE OF MACLEAN FAMILY TRUST; TRUSTEE OF LAURA MACLEAN IRREVOCABLE TRUST | — |
| Heide R. Taylor | CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | — |