Heritage Wealth Advisors, OH — Investment Adviser | BuildTrust

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HERITAGE WEALTH ADVISORS

Investment AdviceCINCINNATI, OH

Assets Under Management

$552.2M

Total AUM

Donut chart: Discretionary 477.0M, Non-Discretionary 75.2M
Category	Value
Discretionary	477.0M
Non-Discretionary	75.2M

Adviser Information

Field	Value
CRD Number	312545
SEC Number	801-121624
Street Address	9110 MONTGOMERY RD.
Location	CINCINNATI, OH 45242
Country	United States
Phone	513-440-5475
Total Employees	6
Business Types	insurance_broker

Client Count by Type (203 Total)

Horizontal bar chart: High Net Worth Individual… 105, Individuals (other than H… 96, Charitable Organizations 2
Category	Value
High Net Worth Individual…	105
Individuals (other than H…	96
Charitable Organizations	2