HERITAGE ASSET MANAGEMENT INC
CRD #112392 SEC #801-25067 ST PETERSBURG, FL 727-567-8143
SEC Registered
Total AUM
$8.8B
Discretionary
$8.6B
Employees
51
Clients
--
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2007 | $10.1B | $9.5B | $635.7M | 51 | -- |
| May 2007 | $9.7B | $9.3B | $344.1M | 51 | -- |
| Dec 2006 | $9.7B | $9.3B | $344.1M | 51 | -- |
| Dec 2005 | $8.8B | $8.6B | $232.2M | 51 | -- |
| Nov 2003 | $8.4B | $8.1B | $241.5M | 51 | -- |
DateDec 2007
Total AUM$10.1B
Discretionary$9.5B
Non-Disc.$635.7M
Employees51
Clients--
DateMay 2007
Total AUM$9.7B
Discretionary$9.3B
Non-Disc.$344.1M
Employees51
Clients--
DateDec 2006
Total AUM$9.7B
Discretionary$9.3B
Non-Disc.$344.1M
Employees51
Clients--
DateDec 2005
Total AUM$8.8B
Discretionary$8.6B
Non-Disc.$232.2M
Employees51
Clients--
DateNov 2003
Total AUM$8.4B
Discretionary$8.1B
Non-Disc.$241.5M
Employees51
Clients--