HERITAGE WEALTH Overview

Heritage Wealth Advisors is an investment advisor that manages 840.3 MM dollars in regulatory AUM and has 18 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 144MM in positions, representing 17% of the manager's regulatory AUM.

HERITAGE WEALTH StockAlpha

-1.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HERITAGE WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 28.64% ETF 4.07% -0.01% 0 9%
HEDJ 9.7% ETF 4.41% -0.02% 0 5%
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FEATURED IN
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HERITAGE WEALTH Founders and Key Employees

Name Title In Position Since
Delores A. Remo Managing Director September-2005
Charles T. Hill Senior Relationship Manager, Chief Operating Officer January-2006
Marshall O. Chambers Senior Relationship Manager January-2011
Martha O. Proutt Senior Relationship Manager January-2007
John G. Jordan Investment Management Director, Chief Compliance Officer October-2012

HERITAGE WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

HERITAGE WEALTH Investment Strategy

HERITAGE WEALTH Portfolio Concentration

HERITAGE WEALTH Location

919 EAST MAIN STREET
SUITE 950
RICHMOND, Virginia
UNITED STATES, 23219

HERITAGE WEALTH Contact Information

Phone Number: 804-643-4080
Fax Number: 804-643-4085
Website:

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