HERITAGE ADVISORY SERVICES, INC.

MALVERN, Pennsylvania·1 registered advisor·CRD# 119241
SEC# 801-67269610-889-2066
01

Firm Overview

AUM
$9M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HERITAGE ADVISORY SERVICES, INC.

1 registered advisor
Brian Keith Lureen
MALVERN, Pennsylvania
05

Office Locations

MALVERN, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. HERITAGE ADVISORY SERVICES, INC. (CRD# 119241) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.