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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTTO, GREGORY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 27, 2025 REGISTERED
Notice Filings (1)
TX
Address
607 CHEEK SPARGER ROADSUITE 150
COLLEYVILLE, TX 76034
United States
Phone: 817-503-0100