HERITAGE INSTITUTIONAL ADVISORS, LLC
HERITAGE INSTITUTIONAL ADVISORS, LLC of POMPANO BEACH, FL is an SEC-registered investment adviser (CRD 134755). Regulatory assets under management: $26.5M.
Registration
- CRD: 134755
- SEC file number: 801-64217
- Type: Registered investment adviser
- 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 | — |
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