HERITAGE STRATEGIC WEALTH, LLC of CARY, IL is an SEC-registered investment adviser (CRD 338025). Regulatory assets under management: $45.7M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Brian William Atkins | MANAGING MEMBER | — |
| Maria Christopher | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BUCKLEY | IL | 1 | 815-200-9774 |
| BUCKLEY | IL | 1 | 815-200-9774 |