HUTTO RETIREMENT ADVISORS, LLC
Legal name: HERITAGE RETIREMENT ADVISORS, LLC
CRD #165191 SEC #801-113257 COLLEYVILLE, TX 817-503-0100
SEC Registered
Total AUM
$283.5M
Discretionary
$283.5M
Employees
6
Clients
0
Accounts
1,062
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $283.5M | $283.5M | $0 | 6 | 0 |
| Mar 2025 | $283.5M | $283.5M | $0 | 6 | 0 |
| Mar 2024 | $194.5M | $194.5M | $0 | 5 | 0 |
| Mar 2023 | $180.5M | $180.5M | $0 | 5 | 1 |
| Mar 2022 | $191.6M | $191.6M | $0 | 5 | 3 |
| Mar 2021 | $149M | $149M | $0 | 5 | 5 |
| Nov 2020 | $136.3M | $136.3M | $0 | 5 | 5 |
| Jun 2020 | $136.3M | $136.3M | $0 | 5 | 5 |
| Mar 2020 | $136.3M | $136.3M | $0 | 5 | 5 |
| May 2019 | $121.9M | $121.9M | $0 | 5 | 0 |
| Mar 2019 | $121.9M | $121.9M | $0 | 5 | 0 |
| May 2018 | $119.1M | $118.8M | $243K | 5 | 0 |
| Apr 2018 | $119.1M | $118.8M | $243K | 5 | 0 |
DateMay 2025
Total AUM$283.5M
Discretionary$283.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$283.5M
Discretionary$283.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$180.5M
Discretionary$180.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2022
Total AUM$191.6M
Discretionary$191.6M
Non-Disc.$0
Employees5
Clients3
DateMar 2021
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees5
Clients5
DateNov 2020
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees5
Clients5
DateJun 2020
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees5
Clients5
DateMar 2020
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees5
Clients5
DateMay 2019
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$119.1M
Discretionary$118.8M
Non-Disc.$243K
Employees5
Clients0
DateApr 2018
Total AUM$119.1M
Discretionary$118.8M
Non-Disc.$243K
Employees5
Clients0