Heritage Investment Group Inc
Legal Name: HERITAGE INVESTMENT GROUP, INC.
Full Contact Details
Other Info
Heritage Investment Group Inc is legally known as HERITAGE INVESTMENT GROUP, INC.. It is a FL Corporation. This firm has 20 employees, of which 13 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 16, 2001.
Heritage Investment Group | Florida-Based Wealth Management and Investment Guidance
[email protected] 954 785-5400 Contact Us Client Access Who We Are Our Services Our Professionals How We Work Why It Matters Our Process Publications Menu Client Access We provide seasoned financial guidance, with respect and integrity, backed by a disciplined investment process. "If I hav…
Heritage Investment Group | Florida-Based Wealth Management and Investment Guidance
[email protected] 954 785-5400 Contact Us Client Access Who We Are Our Services Our Professionals How We Work Why It Matters Our Process Publications Menu Client Access We provide seasoned financial guidance, with respect and integrity, backed by a disciplined investment process. "If I hav…
Direct Owners
-
COURTNEY ELIZABETH TEAS
CO-TRUSTEE OF THE TEAS REVOCABLETENANCY BY THE ENTIRETY TRUST owns less than 5%
-
DAVID KENNETH TEAS
CO-TRUSTEE OF THE TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST owns less than 5%
-
FREDERICK R. MACLEAN, JR. REV. TRUST DATED 05/31/00
OWNER owns more than 50% but less than 75%
-
HEIDE R. TAYLOR
CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST owns less than 5%
-
LAURA G. MACLEAN
CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST/TRUSTEE OF MACLEAN FAMILY TRUST owns less than 5%
-
MACLEAN FAMILY TRUST F/B/O FREDERICK R. MACLEAN III DATED 09/30/04
OWNER owns more than 5% but less than 10%
-
MACLEAN FAMILY TRUST F/B/O MADELINE R. MACLEAN DATED 09/30/04
OWNER owns more than 5% but less than 10%
-
MACLEAN, JR., FREDERICK, RICHARDS
PRESIDENT/CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST owns less than 5%
-
ROBERT IAN MCCARVER
SECRETARY/TREASURER owns less than 5%
-
ROBERT IAN MCCARVER AND TRACY M. MCCARVER - TENANTS BY THE ENTIRETY
OWNER owns more than 5% but less than 10%
-
SAMUEL HARDY TAYLOR
VICE PRESIDENT/CCO/ CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST owns less than 5%
-
TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST DATED 9/27/11
OWNER owns less than 5%
-
THE TAYLOR FAMILY REV. TRUST DATED 05/17/11
OWNER owns more than 5% but less than 10%
-
TIMOTHY GLENN SLATTERY
CHIEF INVESTMENT OFFICER/TRUSTEE OF TIMOTHY GLENN SLATTERY REV. TRUST owns less than 5%
-
TIMOTHY GLENN SLATTERY REV. TRUST DATED 10/23/03
OWNER owns more than 10% but less than 25%
-
TRACY M. MCCARVER
HEAD OF TRADING owns less than 5%
Firms Located Nearby
Top Holdings
- ADP $5,256k
- ALPHABET INC $3,566k
- AMERICAN TOWER CORP NEW $3,168k
- GENUINE PARTS CO $2,858k
- DANAHER CORP $1,575k
- Apple Inc $1,527k
- BERKSHIRE HATHAWAY $1,273k
- AFLAC INC $1,214k
- Boeing Co/The $1,188k
- DARDEN RESTAURANT $1,038k