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HERITAGE INVESTMENT GROUP, INC.

POMPANO BEACH, FL · CRD 113204 · IAPD ↗ · heritageinvestment.com · 954-785-5400

$2.23BRegulatory AUM
12Advisory reps
21Employees
0Clients
251-500Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — HERITAGE INVESTMENT GROUP, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — HERITAGE INVESTMENT GROUP, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.