HERITAGE INVESTMENT GROUP, INC.
CRD #113204 SEC #801-60396 POMPANO BEACH, FL 954-785-5400
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
21
Clients
101
Accounts
2,211
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.9B | $1.9B | $0 | 21 | 0 |
| Mar 2025 | $1.9B | $1.9B | $0 | 21 | 0 |
| Feb 2024 | $1.7B | $1.7B | $0 | 21 | 0 |
| Sep 2023 | $1.5B | $1.5B | $0 | 23 | 0 |
| Sep 2023 | $1.5B | $1.5B | $0 | 23 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 23 | 0 |
| Jul 2022 | $1.7B | $1.7B | $0 | 22 | 0 |
| Mar 2022 | $1.7B | $1.7B | $0 | 22 | 0 |
| Nov 2021 | $1.4B | $1.4B | $0 | 21 | 0 |
| Jul 2021 | $1.4B | $1.4B | $0 | 21 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 21 | 0 |
| Dec 2020 | $1.4B | $1.4B | $0 | 21 | 0 |
| Aug 2020 | $1.4B | $1.4B | $0 | 21 | 0 |
| Jun 2020 | $1.4B | $1.4B | $0 | 21 | 0 |
| Jun 2020 | $1.4B | $1.4B | $0 | 21 | 0 |
| Mar 2020 | $1.4B | $1.4B | $0 | 21 | 0 |
| Jun 2019 | $1.1B | $1.1B | $0 | 20 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 20 | 0 |
| Oct 2018 | $1.2B | $1.2B | $0 | 20 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 20 | 0 |
| Sep 2017 | $986.3M | $986.3M | $0 | 19 | 700 |
| Aug 2017 | $986.3M | $986.3M | $0 | 19 | 700 |
| May 2017 | $986.3M | $986.3M | $0 | 19 | 700 |
| Apr 2017 | $986.3M | $986.3M | $0 | 19 | 700 |
| Mar 2017 | $986.3M | $986.3M | $0 | 19 | 700 |
| Aug 2016 | $878.3M | $878.3M | $0 | 19 | 700 |
| Apr 2016 | $878.3M | $878.3M | $0 | 19 | 700 |
| Mar 2016 | $878.3M | $878.3M | $0 | 19 | 700 |
| Mar 2015 | $883.1M | $883.1M | $0 | 19 | 685 |
| Mar 2014 | $816.3M | $816.3M | $0 | 17 | 634 |
| Mar 2014 | $816.3M | $816.3M | $0 | 17 | 634 |
| Jul 2013 | $726.7M | $726.7M | $0 | 17 | 626 |
| Mar 2013 | $726.7M | $726.7M | $0 | 17 | 626 |
| Mar 2012 | $626.7M | $626.7M | $0 | 6 | 595 |
| Jun 2011 | $629.2M | $629.2M | $0 | 10 | -- |
| Nov 2010 | $539.7M | $539.7M | $0 | 10 | -- |
| Mar 2010 | $539.7M | $539.7M | $0 | 10 | -- |
| Mar 2007 | $490M | $490M | $0 | 10 | -- |
| May 2002 | $70M | $70M | $0 | 5 | -- |
| Apr 2002 | $70M | $70M | $0 | 5 | -- |
| Mar 2002 | $70M | $70M | $0 | 5 | -- |
| Jun 2001 | $46M | $46M | $0 | 5 | -- |
DateDec 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees21
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees21
Clients0
DateFeb 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees21
Clients0
DateSep 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients0
DateSep 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients0
DateJul 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees22
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees22
Clients0
DateNov 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateJul 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateDec 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateAug 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateJun 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees20
Clients0
DateOct 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateSep 2017
Total AUM$986.3M
Discretionary$986.3M
Non-Disc.$0
Employees19
Clients700
DateAug 2017
Total AUM$986.3M
Discretionary$986.3M
Non-Disc.$0
Employees19
Clients700
DateMay 2017
Total AUM$986.3M
Discretionary$986.3M
Non-Disc.$0
Employees19
Clients700
DateApr 2017
Total AUM$986.3M
Discretionary$986.3M
Non-Disc.$0
Employees19
Clients700
DateMar 2017
Total AUM$986.3M
Discretionary$986.3M
Non-Disc.$0
Employees19
Clients700
DateAug 2016
Total AUM$878.3M
Discretionary$878.3M
Non-Disc.$0
Employees19
Clients700
DateApr 2016
Total AUM$878.3M
Discretionary$878.3M
Non-Disc.$0
Employees19
Clients700
DateMar 2016
Total AUM$878.3M
Discretionary$878.3M
Non-Disc.$0
Employees19
Clients700
DateMar 2015
Total AUM$883.1M
Discretionary$883.1M
Non-Disc.$0
Employees19
Clients685
DateMar 2014
Total AUM$816.3M
Discretionary$816.3M
Non-Disc.$0
Employees17
Clients634
DateMar 2014
Total AUM$816.3M
Discretionary$816.3M
Non-Disc.$0
Employees17
Clients634
DateJul 2013
Total AUM$726.7M
Discretionary$726.7M
Non-Disc.$0
Employees17
Clients626
DateMar 2013
Total AUM$726.7M
Discretionary$726.7M
Non-Disc.$0
Employees17
Clients626
DateMar 2012
Total AUM$626.7M
Discretionary$626.7M
Non-Disc.$0
Employees6
Clients595
DateJun 2011
Total AUM$629.2M
Discretionary$629.2M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$539.7M
Discretionary$539.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$539.7M
Discretionary$539.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$490M
Discretionary$490M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees5
Clients--