The CNBC FA 100 celebrates the advisory firms that top the list in 2020 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2020 LIST

32. Heritage Investment Group

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Heritage Investment Group, based in Pompano Beach, Florida, is ranked No. 32 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 42 on last year's CNBC FA 100 list.

Total AUM: $1.3B+

Years in Business: 27

Accounts Under Management: 1,802

Previous appearances on FA 100 List: 1 (No. 42 in 2019)

Principals:

Frederick MacLean, Jr., President

Timothy Slattery, Chief Investment Officer

Contact:

heritageinvestment.com

2480 NE 23rd Street, Pompano Beach, FL 33062

(954) 785-5400

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