HERITAGE ASSET ADVISORS LTD., LLP of HOUSTON, TX is an SEC-registered investment adviser (CRD 144125). Regulatory assets under management: $306.6M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Anne Elizabeth Shinn | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Katie Elizabeth Tennent | PARTNER | — |
| Laura Anne Smith | PARTNER | — |
| Patrick F Shinn | PRESIDENT AND PARTNER | — |
| SHINN ANNE ELIZABETH | CHIEF COMPLIANCE OFFICER AND PARTNER; PARTNER; PRESIDENT (+1 more) | — |
| TENNENT KATIE ELIZABETH | PARTNER | — |
| SHINN LAURA ANNE | PARTNER | — |
| SHINN PATRICK F | PRESIDENT AND PARTNER | — |
| SMITH LAURA ANNE | PARTNER | — |