HERITAGE ADVISORY SERVICES, INC. of MALVERN, PA is an SEC-registered investment adviser (CRD 119241). Regulatory assets under management: $6.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| LUREEN BRIAN KEITH | OWNER; PRESIDENT, CEO, DIRECTOR; PRESIDENT, CEO, DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| GRUSZKA MARTIN ANDREW | CORPORATE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| MULLEN TERRENCE JAMES | CORPORATE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| WALLIS WILLIAM DIEHL | VICE PRESIDENT, OPERATIONS | — |