HERITAGE ASSET MANAGERS, INC.

HERITAGE ASSET MANAGERS, INC. is an SEC-registered investment adviser (CRD 134955). Regulatory assets under management: $83.4M.

Registration

• CRD: 134955
• Type: Registered investment adviser
• Phone: 501-312-7100
• Latest filing: 2026-03-30
• Regulatory AUM: $83.4M
• Discretionary AUM: $31.1M
• Non-discretionary AUM: $52.3M
• Clients: 3
• Accounts: 93

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134955 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search