# HERITAGE ADVISORY SERVICES, INC.

HERITAGE ADVISORY SERVICES, INC. of MALVERN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 119241
- Type: SEC-registered investment adviser
- SEC file number: 801-67269
- Location: 5 GREAT VALLEY PARKWAY, MALVERN, PA, 19355
- Phone: 610-889-2066
- Latest filing: 2026-03-18
- Regulatory AUM: $6.5M
- Non-discretionary AUM: $6.5M
- Clients: 1
- Accounts: 15

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119241/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119241/similar
- Related entities: https://search.stillhousedata.com/firm/119241/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119241

---

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.