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Heritage House Asset Management LLC (Boston)


Heritage House Asset Management LLC is a large advisory firm based in Boston. It manages $26.73 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

Heritage House Asset Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Heritage House Asset Management: assets under management

The assets under management (AUM) of Heritage House Asset Management LLC is $26.73 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $26.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $504.36 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Heritage House Asset Management LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Heritage House Asset Management LLC performs its advisory services is located at 185 Devonshire Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-482-8877 or by fax 617-451-0800. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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