HERITAGE ADVISORY SERVICES, INC.
CRD #119241 SEC #801-67269 MALVERN, PA 610-889-2066
SEC Registered
Total AUM
$9M
Discretionary
$9M
Employees
1
Clients
51
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $9M | $9M | $0 | 1 | 26 |
| Mar 2012 | $9M | $9M | $0 | 1 | 26 |
| Aug 2011 | $29.4M | $29.4M | $0 | 5 | -- |
| May 2011 | $29.4M | $29.4M | $0 | 5 | -- |
| Jun 2010 | $27.5M | $27.5M | $0 | 5 | -- |
| Jun 2010 | $27.5M | $27.5M | $0 | 5 | -- |
| Apr 2010 | $27.5M | $27.5M | $0 | 5 | -- |
| Apr 2009 | $25.4M | $25.4M | $0 | 10 | -- |
| Mar 2007 | $35.2M | $35.2M | $0 | 10 | -- |
| Jan 2007 | $35.5M | $35.5M | $0 | 10 | -- |
| Nov 2006 | $35.5M | $35.5M | $0 | 10 | -- |
| Nov 2006 | $35.5M | $35.5M | $0 | 10 | -- |
DateJun 2012
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees10
Clients--