AdvisorOS Directory
Claim Profile
JM

Jr. Frederick Maclean

HERITAGE INVESTMENT GROUP, INC.·POMPANO BEACH, Florida
Unclaimed Profile
2480 N.E. 23RD STREET, POMPANO BEACH, FL 33062CRD# 4409805Firm CRD# 113204
01

About

Jr. Frederick Maclean is a registered financial advisor based in POMPANO BEACH, Florida, affiliated with HERITAGE INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HERITAGE INVESTMENT GROUP, INC.
HERITAGE INVESTMENT GROUP, INC.
AUM
$1.7B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at HERITAGE INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4409805
Firm CRD# 113204
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in POMPANO BEACH?

Browse all registered financial advisors in POMPANO BEACH, Florida or claim this profile if it's yours.

Browse POMPANO BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jr. Frederick Maclean offer?
Jr. Frederick Maclean specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in POMPANO BEACH, Florida for a consultation.
What are Jr. Frederick Maclean's credentials?
Jr. Frederick Maclean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr. Frederick Maclean located?
Jr. Frederick Maclean is based in POMPANO BEACH, Florida, working with HERITAGE INVESTMENT GROUP, INC.. Their office serves clients in the POMPANO BEACH metropolitan area and surrounding communities.
How does Jr. Frederick Maclean charge for services?
Jr. Frederick Maclean's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERITAGE INVESTMENT GROUP, INC.?
HERITAGE INVESTMENT GROUP, INC. has approximately 21 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in POMPANO BEACH
Kevin Eric Emery — QUANTSOFT ADVISERS LPRicardo Salvador Lachman — QUANTSOFT ADVISERS LPRobert Frank Oden — STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.Andrew Oden — STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.Felipe Rene Anziani — QUANTSOFT ADVISERS LP
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile