HERITAGE ADVISORS GROUP, INC.

HERITAGE ADVISORS GROUP, INC. of ALTAMONTE SPRINGS, FL is an SEC-registered investment adviser (CRD 307283). Regulatory assets under management: $87.7M.

Registration

• CRD: 307283
• Type: Registered investment adviser
• Location: 761 MAITLAND AVE., ALTAMONTE SPRINGS, FL, 32701
• Phone: 407-702-6655
• Latest filing: 2026-03-19
• Regulatory AUM: $87.7M
• Discretionary AUM: $85.2M
• Non-discretionary AUM: $2.5M
• Clients: 5
• Accounts: 532

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307283 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search