Active
HERITAGE FAMILY OFFICES, LLP
Investment Advice|SCOTTSDALE, AZ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$408.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 408.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 323930 |
| SEC Number | 801-126899 |
| Street Address | 9841 E BELL RD |
| Street Address 2 | SUITE 110 |
| Location | SCOTTSDALE, AZ 85260 |
| Country | United States |
| Phone | (602) 775-5400 |
| Fax | (602) 775-5451 |
| Total Employees | 15 |
| Business Types | accountant, lawyer |
Client Count by Type (245 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 177 |
| High Net Worth Individual… | 67 |
| Pooled Investment Vehicle… | 1 |
Community Partners
CITY OF AVONDALE
CITY OF CHANDLER
CITY OF EL MIRAGE
CITY OF GLENDALE
CITY OF GOODYEAR
CITY OF LITCHFIELD PARK
CITY OF MARICOPA
CITY OF MESA
CITY OF PEORIA
CITY OF PHOENIX
CITY OF SCOTTSDALE
CITY OF SURPRISE
CITY OF TEMPE
CITY OF TOLLESON
MARICOPA COUNTY
TOWN OF BUCKEYE
TOWN OF CAREFREE
TOWN OF CAVE CREEK
TOWN OF FOUNTAIN HILLS
TOWN OF GILA BEND
CITY OF AVONDALE
CITY OF CHANDLER
CITY OF EL MIRAGE
CITY OF GLENDALE
CITY OF GOODYEAR
CITY OF LITCHFIELD PARK
CITY OF MARICOPA
CITY OF MESA
CITY OF PEORIA
CITY OF PHOENIX
CITY OF SCOTTSDALE
CITY OF SURPRISE
CITY OF TEMPE
CITY OF TOLLESON
MARICOPA COUNTY
TOWN OF BUCKEYE
TOWN OF CAREFREE
TOWN OF CAVE CREEK
TOWN OF FOUNTAIN HILLS
TOWN OF GILA BEND
CITY OF AVONDALE
CITY OF CHANDLER
CITY OF EL MIRAGE
CITY OF GLENDALE
CITY OF GOODYEAR
CITY OF LITCHFIELD PARK
CITY OF MARICOPA
CITY OF MESA
CITY OF PEORIA
CITY OF PHOENIX
CITY OF SCOTTSDALE
CITY OF SURPRISE
CITY OF TEMPE
CITY OF TOLLESON
MARICOPA COUNTY
TOWN OF BUCKEYE
TOWN OF CAREFREE
TOWN OF CAVE CREEK
TOWN OF FOUNTAIN HILLS
TOWN OF GILA BEND
Municipal Government
25 Active
25
Organizations
ADAMAN IRRIGATION WATER DELIVERY DISTRICT 36
AGUILA IRRIGATION DISTRICT
AGUILA RURAL FIRE DISTRICT
ARDEN ESTATES IRRIGATION WATER DELIVERY DISTRICT 74
ARIZONA FIRE & MEDICAL AUTHORITY
BERRIDGE MANOR IRRIGATION WATER DELIVERY DISTRICT 38
BROADLAND RANCHES GREENFIELD IRRIGATION WATER DELIVERY DIST 39
BUCKEYE VALLEY RURAL FIRE DISTRICT
BUCKEYE WATER CONSERVATION AND DRAINAGE DISTRICT
CAHAVA SPRINGS REVITALIZATION DISTRICT
CAMELVIEW IRRIGATION WATER DISTRICT 44
CENTRAL ARIZONA MOUNTAIN RESCUE ASSOCIATION
CENTRAL ARIZONA WATER CONSERVATION DISTRICT
CHANDLER HEIGHTS CITRUS IRRIGATION DISTRICT
CHANDLER (MARICOPA) COUNTY ISLAND FIRE DISTRICT
CIRCLE CITY MORRISTOWN FIRE DISTRICT
CIRCLE G #47 IWDD
CITRUS GARDENS IRRIGATION WATER DELIVERY DISTRICT 33
CLEARWATER HILLS FIRE DISTRICT
COLLEGE PARK #53 IWDD
ADAMAN IRRIGATION WATER DELIVERY DISTRICT 36
AGUILA IRRIGATION DISTRICT
AGUILA RURAL FIRE DISTRICT
ARDEN ESTATES IRRIGATION WATER DELIVERY DISTRICT 74
ARIZONA FIRE & MEDICAL AUTHORITY
BERRIDGE MANOR IRRIGATION WATER DELIVERY DISTRICT 38
BROADLAND RANCHES GREENFIELD IRRIGATION WATER DELIVERY DIST 39
BUCKEYE VALLEY RURAL FIRE DISTRICT
BUCKEYE WATER CONSERVATION AND DRAINAGE DISTRICT
CAHAVA SPRINGS REVITALIZATION DISTRICT
CAMELVIEW IRRIGATION WATER DISTRICT 44
CENTRAL ARIZONA MOUNTAIN RESCUE ASSOCIATION
CENTRAL ARIZONA WATER CONSERVATION DISTRICT
CHANDLER HEIGHTS CITRUS IRRIGATION DISTRICT
CHANDLER (MARICOPA) COUNTY ISLAND FIRE DISTRICT
CIRCLE CITY MORRISTOWN FIRE DISTRICT
CIRCLE G #47 IWDD
CITRUS GARDENS IRRIGATION WATER DELIVERY DISTRICT 33
CLEARWATER HILLS FIRE DISTRICT
COLLEGE PARK #53 IWDD
ADAMAN IRRIGATION WATER DELIVERY DISTRICT 36
AGUILA IRRIGATION DISTRICT
AGUILA RURAL FIRE DISTRICT
ARDEN ESTATES IRRIGATION WATER DELIVERY DISTRICT 74
ARIZONA FIRE & MEDICAL AUTHORITY
BERRIDGE MANOR IRRIGATION WATER DELIVERY DISTRICT 38
BROADLAND RANCHES GREENFIELD IRRIGATION WATER DELIVERY DIST 39
BUCKEYE VALLEY RURAL FIRE DISTRICT
BUCKEYE WATER CONSERVATION AND DRAINAGE DISTRICT
CAHAVA SPRINGS REVITALIZATION DISTRICT
CAMELVIEW IRRIGATION WATER DISTRICT 44
CENTRAL ARIZONA MOUNTAIN RESCUE ASSOCIATION
CENTRAL ARIZONA WATER CONSERVATION DISTRICT
CHANDLER HEIGHTS CITRUS IRRIGATION DISTRICT
CHANDLER (MARICOPA) COUNTY ISLAND FIRE DISTRICT
CIRCLE CITY MORRISTOWN FIRE DISTRICT
CIRCLE G #47 IWDD
CITRUS GARDENS IRRIGATION WATER DELIVERY DISTRICT 33
CLEARWATER HILLS FIRE DISTRICT
COLLEGE PARK #53 IWDD
Special District
124 Active
124
Organizations
AGUA FRIA UNION HIGH SCHOOL DISTRICT 216
AGUILA SCHOOL DISTRICT 63
ALHAMBRA ELEM SCHOOL DISTRICT 68
ARLINGTON SCHOOL DISTRICT 47
AVONDALE SCHOOL DISTRICT 44
BALL CHARTER SCHOOLS (HEARN)
BALSZ SCHOOL DISTRICT 31
BENCHMARK SCHOOL INC
BUCKEYE SCHOOL DISTRICT 33
BUCKEYE UNION HIGH SCHOOL DISTRICT 201
CARTWRIGHT SCHOOL DISTRICT 83
CAVE CREEK UNIFIED SCHOOL DISTRICT 93
CHANDLER UNIFIED SCHOOL DISTRICT 80
COUNTY OF MARICOPA
CREIGHTON ELEMENTARY SCHOOL DISTRICT 14
DEER VALLEY UNIFIED SCHOOL DISTRICT
DOBSON ACADEMY A BALL CHARTER SCHOOL
DYSART SCHOOL DISTRICT 89
EAST VALLEY INSTITUTE OF TECHNOLOGY DISTRICT
FOUNTAIN HILLS SCHOOL DISTRICT 98
AGUA FRIA UNION HIGH SCHOOL DISTRICT 216
AGUILA SCHOOL DISTRICT 63
ALHAMBRA ELEM SCHOOL DISTRICT 68
ARLINGTON SCHOOL DISTRICT 47
AVONDALE SCHOOL DISTRICT 44
BALL CHARTER SCHOOLS (HEARN)
BALSZ SCHOOL DISTRICT 31
BENCHMARK SCHOOL INC
BUCKEYE SCHOOL DISTRICT 33
BUCKEYE UNION HIGH SCHOOL DISTRICT 201
CARTWRIGHT SCHOOL DISTRICT 83
CAVE CREEK UNIFIED SCHOOL DISTRICT 93
CHANDLER UNIFIED SCHOOL DISTRICT 80
COUNTY OF MARICOPA
CREIGHTON ELEMENTARY SCHOOL DISTRICT 14
DEER VALLEY UNIFIED SCHOOL DISTRICT
DOBSON ACADEMY A BALL CHARTER SCHOOL
DYSART SCHOOL DISTRICT 89
EAST VALLEY INSTITUTE OF TECHNOLOGY DISTRICT
FOUNTAIN HILLS SCHOOL DISTRICT 98
AGUA FRIA UNION HIGH SCHOOL DISTRICT 216
AGUILA SCHOOL DISTRICT 63
ALHAMBRA ELEM SCHOOL DISTRICT 68
ARLINGTON SCHOOL DISTRICT 47
AVONDALE SCHOOL DISTRICT 44
BALL CHARTER SCHOOLS (HEARN)
BALSZ SCHOOL DISTRICT 31
BENCHMARK SCHOOL INC
BUCKEYE SCHOOL DISTRICT 33
BUCKEYE UNION HIGH SCHOOL DISTRICT 201
CARTWRIGHT SCHOOL DISTRICT 83
CAVE CREEK UNIFIED SCHOOL DISTRICT 93
CHANDLER UNIFIED SCHOOL DISTRICT 80
COUNTY OF MARICOPA
CREIGHTON ELEMENTARY SCHOOL DISTRICT 14
DEER VALLEY UNIFIED SCHOOL DISTRICT
DOBSON ACADEMY A BALL CHARTER SCHOOL
DYSART SCHOOL DISTRICT 89
EAST VALLEY INSTITUTE OF TECHNOLOGY DISTRICT
FOUNTAIN HILLS SCHOOL DISTRICT 98
School District
79 Active
79
Organizations
0 BK CLASS INC
100 Black Men Of Phoenix
100 CLUB OF ARIZONA
100 PERCENT AZ EDUCATION OPPORTUNITY INC
100 PERCENT NONPROFIT JUST EXPLANT
1031195 CAROLLO TOASTMASTERS
10-4 MINISTRIES
10702 S 205TH DR SHARED WELL
10-90 COPPERSTATE FOUNDATION
10 FRESNO
11TH BOMBARDMENT GROUP H ASSOCIATION
1220 GRIEF ALLIANCE ASSOCIATION
123TAXCREDITCOM
12 STEPS FOR CHRISTIAN LIVING CENTER
130 REGIONAL WATER SUPPLY CORPORATION
1394538 HEALTH NET COBRAS
159 AFGE COUNCIL
15 VIETNAM VETERANS UNIT CHAPTER OF THE 1ST MARINE DIVISION
1611 King James Bible Museum
161ST ARW OFFICERS CLUB
0 BK CLASS INC
100 Black Men Of Phoenix
100 CLUB OF ARIZONA
100 PERCENT AZ EDUCATION OPPORTUNITY INC
100 PERCENT NONPROFIT JUST EXPLANT
1031195 CAROLLO TOASTMASTERS
10-4 MINISTRIES
10702 S 205TH DR SHARED WELL
10-90 COPPERSTATE FOUNDATION
10 FRESNO
11TH BOMBARDMENT GROUP H ASSOCIATION
1220 GRIEF ALLIANCE ASSOCIATION
123TAXCREDITCOM
12 STEPS FOR CHRISTIAN LIVING CENTER
130 REGIONAL WATER SUPPLY CORPORATION
1394538 HEALTH NET COBRAS
159 AFGE COUNCIL
15 VIETNAM VETERANS UNIT CHAPTER OF THE 1ST MARINE DIVISION
1611 King James Bible Museum
161ST ARW OFFICERS CLUB
0 BK CLASS INC
100 Black Men Of Phoenix
100 CLUB OF ARIZONA
100 PERCENT AZ EDUCATION OPPORTUNITY INC
100 PERCENT NONPROFIT JUST EXPLANT
1031195 CAROLLO TOASTMASTERS
10-4 MINISTRIES
10702 S 205TH DR SHARED WELL
10-90 COPPERSTATE FOUNDATION
10 FRESNO
11TH BOMBARDMENT GROUP H ASSOCIATION
1220 GRIEF ALLIANCE ASSOCIATION
123TAXCREDITCOM
12 STEPS FOR CHRISTIAN LIVING CENTER
130 REGIONAL WATER SUPPLY CORPORATION
1394538 HEALTH NET COBRAS
159 AFGE COUNCIL
15 VIETNAM VETERANS UNIT CHAPTER OF THE 1ST MARINE DIVISION
1611 King James Bible Museum
161ST ARW OFFICERS CLUB
Nonprofit Organization
19587 Active
19587
Organizations
Community Partners175 organizations
MARICOPA COUNTY
Municipal Government·PHOENIX
ADAMAN IRRIGATION WATER DELIVERY DISTRICT 36
Special District·LITCHFIELD PARK
AGUILA IRRIGATION DISTRICT
Special District·MESA
ARDEN ESTATES IRRIGATION WATER DELIVERY DISTRICT 74
Special District·MESA
ARIZONA FIRE & MEDICAL AUTHORITY
Special District·SUN CITY WEST
BERRIDGE MANOR IRRIGATION WATER DELIVERY DISTRICT 38
Special District·PHOENIX
BROADLAND RANCHES GREENFIELD IRRIGATION WATER DELIVERY DIST 39
Special District·PHOENIX
BUCKEYE VALLEY RURAL FIRE DISTRICT
Special District·BUCKEYE
CAHAVA SPRINGS REVITALIZATION DISTRICT
Special District·PHOENIX
CAMELVIEW IRRIGATION WATER DISTRICT 44
Special District·PHOENIX
CENTRAL ARIZONA MOUNTAIN RESCUE ASSOCIATION
Special District·PHOENIX
CIRCLE G #47 IWDD
Special District·GILBERT
CITRUS GARDENS IRRIGATION WATER DELIVERY DISTRICT 33
Special District·PEORIA
CLEARWATER HILLS FIRE DISTRICT
Special District·PARADISE VALLEY
COLLEGE PARK #53 IWDD
Special District·GILBERT
COLLEGE PARK WEST IWDD 68
Special District·GILBERT
COUNTRY CLUB ESTATES IWDD 72
Special District·MESA
CUATRO PALMAS IRRIGATION WATER DELIVERY DISTRICT 26
Special District·PHOENIX
EAST COUNTRY CLUB DR IWDD 66
Special District·PHOENIX
EAST MORNINGSIDE IRRIGATION WATER DELIVERY DISTRICT 8
Special District·PHOENIX
ELECTRICAL DISTRICT 8
Special District·SALOME
FLOOD CONTROL DISTRICT OF MARICOPA COUNTY
Special District·PHOENIX
FRASER FIELDS IWDD 76
Special District·MESA
GOLDFIELD RANCH FIRE DISTRICT
Special District·FOUNTAIN HILLS
HARQUAHALA VALLEY IRRIGATION DISTRICT
Special District·TONOPAH
HARQUAHALA VALLEY POWER DISTRICT
Special District·MESA
HOFFMAN TERRACE IRRIGATION AND WATER DELIVERY DISTRICT 3
Special District·PHOENIX
HOFFMANTOWN I & II IRRIGATION WATER DELIVERY DISTRICT 62
Special District·PHOENIX
HOUSING DEPARTMENT
Special District·PHOENIX
LACELESTA IWDD 73
Special District·MESA
LA MAR IRRIGATION WATER DELIVERY DISTRICT 30
Special District·PHOENIX
LE ROY VISTA IRRIGATION WATER DELIVERY DISTRICT 12
Special District·PHOENIX
LITTLE COLORADO WATER CONSERVATION DISTRICT
Special District·PHOENIX
LONGHORN RANCH #51 IWDD
Special District·PEORIA
LONG MANOR #52 IWDD
Special District·PHOENIX
LOS OLIVOS IRRIGATION WATER DELIVERY DISTRICT 1
Special District·PHOENIX
BALL CHARTER SCHOOLS (HEARN)
School District·PHOENIX
BENCHMARK SCHOOL INC
School District·PHOENIX
DOBSON ACADEMY A BALL CHARTER SCHOOL
School District·CHANDLER
GOLIATH MECHANICAL LLC
School District·PHOENIX
HORIZON COMMUNITY LEARNING CENTER INC
School District·PHOENIX
MARICOPA COUNTRY REGIONAL SCHOOL DISTRICT
School District·PHOENIX
MARICOPA COUNTY REGIONAL SPECIAL SERVICES DISTRICT
School District·PHOENIX
MONTESSORI ED CENTER CHARTER SCHOOL
School District·MESA
MOON VALLEY HIGH SCHOOL NJROTC
School District·PHOENIX
NORTH STAR CHARTER SCHOOL INC
School District·PHOENIX
0 BK CLASS INC
Nonprofit Organization·GILBERT
100 Black Men Of Phoenix
Nonprofit Organization·Phoenix
100 CLUB OF ARIZONA
Nonprofit Organization·PHOENIX
100 PERCENT AZ EDUCATION OPPORTUNITY INC
Nonprofit Organization·Phoenix
100 PERCENT NONPROFIT JUST EXPLANT
Nonprofit Organization·CHANDLER
1031195 CAROLLO TOASTMASTERS
Nonprofit Organization·Phoenix
10-4 MINISTRIES
Nonprofit Organization·Glendale
10702 S 205TH DR SHARED WELL
Nonprofit Organization·Buckeye
10-90 COPPERSTATE FOUNDATION
Nonprofit Organization·PARADISE VALLEY
10 FRESNO
Nonprofit Organization·Avondale
11TH BOMBARDMENT GROUP H ASSOCIATION
Nonprofit Organization·Scottsdale
1220 GRIEF ALLIANCE ASSOCIATION
Nonprofit Organization·Phoenix
123TAXCREDITCOM
Nonprofit Organization·SCOTTSDALE
12 STEPS FOR CHRISTIAN LIVING CENTER
Nonprofit Organization·CHANDLER
130 REGIONAL WATER SUPPLY CORPORATION
Nonprofit Organization·PHOENIX
1394538 HEALTH NET COBRAS
Nonprofit Organization·Chandler
159 AFGE COUNCIL
Nonprofit Organization·Mesa
15 VIETNAM VETERANS UNIT CHAPTER OF THE 1ST MARINE DIVISION
Nonprofit Organization·SURPRISE
1611 King James Bible Museum
Nonprofit Organization·Scottsdale
161ST ARW OFFICERS CLUB
Nonprofit Organization·Phoenix
1703 A Faith Collaborative
Nonprofit Organization·Scottsdale
172 WAY LANDOWNERS ASSOCIATION INC
Nonprofit Organization·Gilbert
17 BRANCHES
Nonprofit Organization·SCOTTSDALE
180 PSM
Nonprofit Organization·Gilbert
180 Sports Az
Nonprofit Organization·Glendale
180TH FIELD ARTILLERY
Nonprofit Organization·Chandler
18 PANEL AZ VOLLEYBALL CLUB
Nonprofit Organization·MARICOPA
18 SOCIETY FOUNDATION OF ARIZONA
Nonprofit Organization·Scottsdale
190 GRAND CANYON CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·CHANDLER
19 NORTH COMMUNITY ALLIANCE INC
Nonprofit Organization·Phoenix
1 AT A TIME INC
Nonprofit Organization·Phoenix
1GPA
Nonprofit Organization·PHOENIX
1IN9 CHARITIES INC
Nonprofit Organization·Laveen
1 Less Hungry Kid Inc
Nonprofit Organization·Litchfield Park
1N10 INC
Nonprofit Organization·PHOENIX
1ST CIV DIV CORP
Nonprofit Organization·Phoenix
1 STEP AWAY FOUNDATION
Nonprofit Organization·MESA
1ST LT FRANK LUKE JR MEMORIAL MUSEUM & RESEARCH CENTER
Nonprofit Organization·LITCHFIELD PARK
1ST PLACE COMMUNITY CENTER MESA
Nonprofit Organization·Mesa
1WISH INC
Nonprofit Organization·Phoenix
20 & 4 HONOR SOCIETY FOR WOMEN LEGIONNAIRES
Nonprofit Organization·Fountain Hills
21ST CENTURY MINISTRIES
Nonprofit Organization·Tempe
21ST CENTURY MUSIC MINISTRIES
Nonprofit Organization·Glendale
22Q CENTRAL
Nonprofit Organization·Glendale
25 35 FOUNDATION INC
Nonprofit Organization·TEMPE
25TH BOMB GROUP RCN ASSOCIATION INC
Nonprofit Organization·Phoenix
27 REASONS FOUNDATION
Nonprofit Organization·Phoenix
28675960 ADVANCING SPEAKERS
Nonprofit Organization·Phoenix
28676182 MINDFUL SPEAKERS TOASTMASTERS
Nonprofit Organization·Glendale
2FISH & 5LOAVES OUTREACH MINISTRY
Nonprofit Organization·PHOENIX