Heritage Investment Group, based in Pompano Beach, FL, is ranked No. 2 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $1.5B
Years in Business:Â 30
Accounts Under Management: 2,002
Previous appearances on FA 100 List:Â 4 (No. 4 in 2022)
Principals:
Frederick MacLean, President & Chief Financial Analyst
Timothy Slattery, Chief Investment Officer
Contact:
2480 NE 23rd Street, Pompano Beach, FL 33062
(954) 785-5400
