HERITAGE ASSET MANAGEMENT, LLC of BELTON, MO is an SEC-registered investment adviser (CRD 323344). Regulatory assets under management: $155.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| David Wayne Thompson | MANAGING MEMBER/CCO | — |
| THOMPSON ROBERT WAYNE | MANAGING MEMBER/CCO | — |