Heritage Asset Advisors Ltd., LLP
● SEC registered since 2007CRD 144125SEC# 801-67956
Reg. AUM
$306.6M
Employees
5
Accounts
759
Location
—
Heritage Asset Advisors Ltd., LLP assets under management
Heritage Asset Advisors Ltd., LLP is an investment advisory firm registered with the SEC. The firm has been registered since 2007. It reports $306.6 million in regulatory assets under management and employs 5 people.
Heritage Asset Advisors Ltd., LLP owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Elizabeth Shinn Control | Vice President And Chief Compliance Officer | 25-50% | 2007 |
| Heritage Advisors, Inc. Control | General Partner | Under 5% | 2007 |
| Katie Elizabeth Tennent | Partner | 5-10% | 2007 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Heritage Asset Advisors Ltd., LLP manage?
Heritage Asset Advisors Ltd., LLP reports $306.6 million in regulatory assets under management on its Form ADV.
How many employees does Heritage Asset Advisors Ltd., LLP have?
Heritage Asset Advisors Ltd., LLP reports 5 employees.
Does Heritage Asset Advisors Ltd., LLP disclose fund performance?
Heritage Asset Advisors Ltd., LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 281.966.3370 |
| Fax | 713.827.7750 |
| Office hours | 8:00a.m. To 4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$306.6M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$306.6Mregulatory AUM
Discretionary $294.2MNon-discretionary $12.4M