HERITAGE EQUITY MANAGEMENT LLC
CRD #291647 SEC #801-114181 FORT PIERCE, FL 954-304-4708
SEC Registered
Total AUM
$126.1M
Discretionary
$126.1M
Employees
2
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2019 | $126.1M | $126.1M | $0 | 2 | 0 |
DateFeb 2019
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees2
Clients0