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Heritage Advisory Services, Inc. (Malvern)


Heritage Advisory Services, Inc. is an adviser based in Malvern. It manages $9 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2006.

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Heritage Advisory Services provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Heritage Advisory Services: assets under management

The assets under management (AUM) of Heritage Advisory Services, Inc. is $9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.63 thousand each.

Fees & Commissions

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

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Brian Keith Lureen Owner 1 Sep 2006 75% - 100% 1613204

Based in Malvern

The principal office where Heritage Advisory Services, Inc. performs its advisory services is located at 5 Great Valley Parkway, Malvern, PA 19355, 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 610-889-2066 or by fax 610-889-2056. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.hfsadvisory.com.


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