Heritage Advisory Services, Inc.

Overview

Heritage Advisory Services, Inc. is a state registered investment adviser based in Malvern, PA, registered since 2012. It reports $6.5M in assets under management across 15 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$6.5M

Accounts

15

Average account

$436K

Employees

1

Advisory reps

1

Registered since

2012

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Brian Keith Lureen President, Chief Executive Officer, Director CRD 1613204

Advisory reps 1 of 1

• Brian K Lureen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1613204

Location

Headquarters

5 Great Valley Pkwy Ste 334
Malvern, PA 19355

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: heritagefincorp.com

Every state, with registration dates

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