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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 16, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHRENKER, MARCUS, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHRENKER, MARCUS, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHRENKER, MARCUS, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHRENKER, MARCUS, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHRENKER, MARCUS, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHRENKER, MARCUS, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHRENKER, MARCUS, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHRENKER, MARCUS, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHRENKER, MARCUS, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 16, 2007 REGISTERED
Notice Filings (7)
FL GA IL IN KY SC TX
Address
11206 FALL CREEK ROADINDIANAPOLIS, IN 46256
USA
Phone: 317-577-7861