# HERITAGE INSTITUTIONAL ADVISORS, LLC

HERITAGE INSTITUTIONAL ADVISORS, LLC of POMPANO BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 134755
- Type: SEC-registered investment adviser
- SEC file number: 801-64217
- Location: 2480 NE 23RD STREET, POMPANO BEACH, FL, 33062
- Phone: 954-785-5400
- Latest filing: 2006-03-29
- Regulatory AUM: $26.5M
- Discretionary AUM: $26.5M
- Clients: 1
- Accounts: 27

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| MACLEAN JR FREDERICK RICHARDS | PRINCIPAL; SHAREHOLDER | — |
| SLATTERY TIMOTHY GLENN | PRINCIPAL; SHAREHOLDER | — |
| TAYLOR S HARDY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134755/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134755/similar
- Related entities: https://search.stillhousedata.com/firm/134755/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134755

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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.