HERITAGE FAMILY OFFICES, LLP
CRD #323930 SEC #801-126899 SCOTTSDALE, AZ (602) 775-5400
SEC Registered Private Funds
Total AUM
$408.1M
Discretionary
$408.1M
Employees
15
Clients
51
Accounts
831
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $408.1M | $408.1M | $0 | 15 | 0 |
| Mar 2025 | $408.1M | $408.1M | $0 | 15 | 0 |
| May 2024 | $365.1M | $365.1M | $0 | 15 | 0 |
| Mar 2024 | $365.1M | $365.1M | $0 | 15 | 0 |
| Mar 2023 | $0 | $0 | $0 | 5 | 0 |
| Oct 2022 | $0 | $0 | $0 | 3 | 0 |
| Oct 2022 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$408.1M
Discretionary$408.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$408.1M
Discretionary$408.1M
Non-Disc.$0
Employees15
Clients0
DateMay 2024
Total AUM$365.1M
Discretionary$365.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$365.1M
Discretionary$365.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0