Heritage Investment Group, based in Pompano Beach, Florida, is ranked No. 2 on this year’s CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.9 billion
Accounts Under Management: 2,358
Years in Business: 32
Accepts clients in all 50 statesPhysical offices in Florida$1 million minimum asset threshold
Leadership and Contact Information:
Frederick MacLean Jr., president
Timothy Slattery, chief investment officer
heritageinvestment.com
2480 NE 23rd St., Pompano Beach, FL 33062
(954) 785-5400