HERITAGE WEALTH MANAGEMENT, INC.
CRD #131745 SEC #801-66483 INDIANAPOLIS, IN 317-577-7861
SEC Registered
Total AUM
$45.5M
Discretionary
$45.5M
Employees
5
Clients
0
Accounts
374
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2008 | $44.2M | $44.2M | $0 | 5 | -- |
| Nov 2007 | $45.5M | $45.5M | $0 | 5 | -- |
| Mar 2007 | $45.5M | $45.5M | $0 | 5 | -- |
| Mar 2007 | $45.5M | $45.5M | $0 | 5 | -- |
| Mar 2007 | $45.5M | $45.5M | $0 | 5 | -- |
| Feb 2007 | $45.5M | $45.5M | $0 | 5 | -- |
| Jan 2007 | $58.4M | $58.4M | $0 | 5 | -- |
| Mar 2006 | $58.4M | $58.4M | $0 | 5 | -- |
DateJan 2008
Total AUM$44.2M
Discretionary$44.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$58.4M
Discretionary$58.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$58.4M
Discretionary$58.4M
Non-Disc.$0
Employees5
Clients--