HERITAGE WAY ADVISORS, L.L.C.
CRD #124816 SEC #801-61739 ROCKFORD, IL 815-397-0900
SEC Registered
Total AUM
$298.2M
Discretionary
$298.2M
Employees
6
Clients
51
Accounts
467
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $368.5M | $368.5M | $0 | 6 | 0 |
| Feb 2021 | $368.5M | $368.5M | $0 | 6 | 0 |
| Nov 2020 | $298.2M | $298.2M | $0 | 6 | 0 |
| Jul 2020 | $298.2M | $298.2M | $0 | 6 | 0 |
| Jun 2020 | $298.2M | $298.2M | $0 | 6 | 0 |
| Jun 2020 | $298.2M | $298.2M | $0 | 6 | 0 |
| Mar 2020 | $298.2M | $298.2M | $0 | 6 | 0 |
| Nov 2019 | $243.3M | $243.3M | $0 | 5 | 0 |
| Oct 2019 | $243.3M | $243.3M | $0 | 5 | 0 |
| Jul 2019 | $243.3M | $243.3M | $0 | 5 | 0 |
| Mar 2019 | $243.3M | $243.3M | $0 | 5 | 0 |
| Mar 2018 | $277.3M | $277.3M | $0 | 5 | 0 |
| May 2017 | $173.2M | $173.2M | $0 | 4 | 100 |
| Jan 2017 | $173.2M | $173.2M | $0 | 4 | 100 |
| Sep 2016 | $153.6M | $153.6M | $0 | 4 | 100 |
| Mar 2016 | $153.6M | $153.6M | $0 | 3 | 100 |
| Jan 2016 | $151M | $151M | $0 | 3 | 26 |
| Feb 2015 | $151M | $151M | $0 | 3 | 26 |
| Jan 2015 | $137M | $137M | $0 | 3 | 26 |
| Nov 2014 | $137M | $137M | $0 | 3 | 26 |
| Mar 2014 | $137M | $137M | $0 | 3 | 26 |
| Feb 2014 | $137M | $137M | $0 | 3 | 26 |
| Feb 2013 | $132.9M | $132.9M | $0 | 3 | 26 |
| May 2012 | $114.2M | $114.2M | $0 | 1 | 26 |
| Jan 2012 | $114.2M | $114.2M | $0 | 1 | 26 |
| Jan 2012 | $114.2M | $114.2M | $0 | 1 | 26 |
| Jan 2010 | $91.5M | $91.5M | $0 | 5 | -- |
| Feb 2009 | $91.5M | $91.5M | $0 | 5 | -- |
| Apr 2007 | $73M | $73M | $0 | 5 | -- |
| Feb 2007 | $73M | $73M | $0 | 5 | -- |
| Mar 2006 | $65.6M | $65.6M | $0 | 5 | -- |
| Jan 2005 | $32.3M | $32.3M | $0 | 5 | -- |
| Jan 2004 | $32.3M | $32.3M | $0 | 5 | -- |
DateFeb 2021
Total AUM$368.5M
Discretionary$368.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$368.5M
Discretionary$368.5M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$243.3M
Discretionary$243.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$243.3M
Discretionary$243.3M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$243.3M
Discretionary$243.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$243.3M
Discretionary$243.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees4
Clients100
DateJan 2017
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees4
Clients100
DateSep 2016
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees3
Clients100
DateJan 2016
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees3
Clients26
DateFeb 2015
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees3
Clients26
DateJan 2015
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients26
DateNov 2014
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients26
DateFeb 2014
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients26
DateFeb 2013
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees3
Clients26
DateMay 2012
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees1
Clients26
DateJan 2010
Total AUM$91.5M
Discretionary$91.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$91.5M
Discretionary$91.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees5
Clients--