Investment Group Heritage

Investment Group Heritage

Heritage Investment Group, located in Pompano Beach, Florida, has been ranked No. 1 on the 2024 CNBC Financial Advisor 100 list, and the firm also made the FA 100 list in the previous year.

Total AUM: $1.7B

Years in Business: 31

Accounts Under Management: 2,051

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Principals:

Frederick MacLean Jr., President

Timothy Slattery, Chief Investment Officer

Contact:

2480 NE 23rd Street, Pompano Beach, FL 33062

(954) 785-5400

by CNBC.com staff 10/2/2024, 11:55:01 AM

Investing

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