HERITAGE FAMILY OFFICES, LLP

SCOTTSDALE, Arizona·2 registered advisors·CRD# 323930

SEC# 801-1268990(602) 775-5400

01

Firm Overview

AUM

$365M

Regulatory assets under management

Employees

15

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at HERITAGE FAMILY OFFICES, LLP

2 registered advisors

David Elgin Maxey

SCOTTSDALE, Arizona

Michael Brent Frost

SCOTTSDALE, Arizona

05

Office Locations

SCOTTSDALE, Arizona

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Data sourced from SEC Form ADV filings. HERITAGE FAMILY OFFICES, LLP (CRD# 323930) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.