Heritage Investment Group, Inc.
● SEC registered since 2001CRD 113204SEC# 801-60396Pompano Beach, FL
Reg. AUM
$2.23B
Employees
21
Accounts
2,239
Location
Pompano Beach, FL
Heritage Investment Group, Inc. assets under management
Heritage Investment Group, Inc. is an SEC-registered investment adviser based in Pompano Beach, FL. The firm has been registered since 2001. It reports $2.2 billion in regulatory assets under management and employs 21 people.
Heritage Investment Group, Inc. owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Courtney Elizabeth Teas | Co-Trustee Of The Teas Revocabletenancy By The Entirety Trust | Under 5% | 2011 |
| David Kenneth Teas | Co-Trustee Of The Teas Revocable Tenancy By The Entirety Trust | Under 5% | 2011 |
| Frederick R. MacLean, Jr. Rev. Trust Dated 05/31/00 Control | Owner | 50-75% | 2005 |
| Heide R. Taylor | Co-Trustee Of The Taylor Family Rev. Trust | Under 5% | 2014 |
| Jr. Frederick Richards MacLean Control | President/Co-Trustee Of Frederick R. Maclean, Jr. Rev. Trust | Under 5% | 2005 |
| Laura G. MacLean Control | Trustee Of Laura Maclean Irrevocable Trust | Over 75% | 2026 |
| Laura G. MacLean Control | Co-Trustee Of Frederick R. Maclean, Jr. Rev. Trust/Trustee Of Maclean Family Trust | Under 5% | 2005 |
| Laura MacLean Irrevocable Trust | Owner | 5-10% | 2026 |
| MacLean Family Trust F/B/O Frederick R. MacLean III Dated 09/30/04 Control | Owner | 5-10% | 2005 |
| MacLean Family Trust F/B/O Madeline R. MacLean Dated 09/30/04 Control | Owner | 5-10% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Heritage Investment Group, Inc. manage?
Heritage Investment Group, Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Heritage Investment Group, Inc. have?
Heritage Investment Group, Inc. reports 21 employees.
Where is Heritage Investment Group, Inc. located?
Heritage Investment Group, Inc. is based in Pompano Beach, FL and has been SEC-registered since 2001.
Does Heritage Investment Group, Inc. disclose fund performance?
Heritage Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2480 N.e. 23rd Street, Pompano Beach, FL 33062 |
| Phone | 954-785-5400 |
| Fax | 954-933-0966 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.23B▲ 16%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,306 advisers
EmployeesTop 23%
More than 77% of 16,824 advisers
Assets under management
$2.23Bregulatory AUM
Discretionary $2.23B