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American Heritage Management Corp. (New York)


American Heritage Management Corp. is an adviser based in New York. It manages $734.41 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

American Heritage Management Corp provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

American Heritage Management Corp: assets under management

The assets under management (AUM) of American Heritage Management Corp. is $734.41 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $734.41 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $367.21 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay American Heritage Management Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where American Heritage Management Corp. performs its advisory services is located at 845 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-397-3900 or by fax 212-397-4036. The normal business hours are 9.00 am - 5.00 pm on Monday - Friday.


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