Heritage Investment Group
Financial Services • 
Pompano Beach, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 2480 NE 23rd Street, Pompano Beach, FL 33062, US |
| Phone number | +19547855400 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Cash Flow Management, Retirement Planning, Estate / Trust Planning, Financial Planning And Investment Strategy, Portfolio Management And Risk Analysis, Tax Management And Reporting |
| Founded | 1993 |
| Employees | 11-20 |
| Socials |
Key Contact at Heritage Investment Group
Hardy Taylor
Vice President, Chief Compliance Officer
Heritage Investment Group Email Formats
Heritage Investment Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@heritageinvestment.com), used 90.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@heritageinvestment.com | 90.9% |
{second initial}{last name} | odoe@heritageinvestment.com | 4.5% |
{first name}{last name} | johndoe@heritageinvestment.com | 4.5% |
About Heritage Investment Group
Heritage Investment Group was founded in 1993 to provide wealth management and investment guidance to high-net-worth individuals, families, charitable foundations, and qualified plans. We help bring clarity to your financial situation through logic and process rather than emotional reactions. This starts with an in-depth discovery process to understand your values, goals, and concerns. Next, with the understanding of your unique situation, we create a detailed plan tailored to address the matters that are most important to you and your financial future. Finally, we implement a globally diversified investment strategy based on rational experience and a disciplined process rather than reacting to the noise of the Wall Street media machine. As independent advisors, we are fiduciaries bound by law to put our clients' interests before our own, but we also do so out of respect for the legacies entrusted to our care and the lifelong effort spent building them. All services are fully available to our clients but may not be fully implemented depending on the facts and circumstances of their situation.
Heritage Investment Group revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Heritage Investment Group has 8 employees across 2 departments.
Departments
Number of employees
Funding Data
Heritage Investment Group has never raised funding before.
Heritage Investment Group Tech Stack
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United Arab Emirates
Hong Kong
Netherlands
Mexico
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Frequently asked questions
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