HERITAGE ASSET MANAGEMENT, LLC
CRD #323344 SEC #801-126700 BELTON, MO 816-348-2060
SEC Registered
Total AUM
$130M
Discretionary
$130M
Employees
2
Clients
0
Accounts
705
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $130M | $130M | $0 | 2 | 6 |
| Jul 2025 | $130M | $130M | $0 | 2 | 6 |
| Jan 2025 | $130M | $130M | $0 | 2 | 6 |
| Nov 2024 | $115M | $115M | $0 | 2 | 3 |
| Apr 2024 | $115M | $115M | $0 | 2 | 3 |
| Mar 2024 | $105.8M | $105.8M | $0 | 2 | 3 |
| Mar 2024 | $105.8M | $105.8M | $0 | 2 | 3 |
| Jan 2024 | $105.8M | $105.8M | $0 | 2 | 3 |
| Jun 2023 | $100M | $100M | $0 | 2 | 1 |
| Jun 2023 | $100M | $100M | $0 | 2 | 1 |
| Jan 2023 | $75.4M | $75.4M | $0 | 2 | 1 |
| Oct 2022 | $0 | $0 | $0 | 2 | 0 |
| Sep 2022 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients6
DateJul 2025
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients6
DateJan 2025
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients6
DateNov 2024
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees2
Clients3
DateApr 2024
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees2
Clients3
DateMar 2024
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees2
Clients3
DateMar 2024
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees2
Clients3
DateJan 2024
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees2
Clients3
DateJun 2023
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients1
DateJun 2023
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients1
DateJan 2023
Total AUM$75.4M
Discretionary$75.4M
Non-Disc.$0
Employees2
Clients1
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0