| Owner | Title | From | %Ownership |
|---|---|---|---|
| Remo, Delores, Ann | Chief Executive Officer, Managing Director | 09/2005 | 10-25% |
| Hill, Charles, Thomas | Director of Tax Services | 01/2006 | 10-25% |
| Chambers, Marshall, Ogden | Director of Client Strategy and Development | 01/2011 | 5-10% |
| Jordan, John, Gwyn | Chief Investment Officer, Chief Compliance Officer | 10/2012 | 25-50% |
| Baronian, Caroline, Elizabeth | Director of Research | 01/2019 | < 5% |
| Simmer, Sarah, Christine | Partner and Senior Wealth Adviser | 01/2022 | < 5% |
| Remo Heritage Venture, LLC | Member | 08/2022 | 25-50% |
| Remo, Delores, Ann | Managing Member | 07/2021 | 50-75% |
| Remo, James, Frank | Member | 07/2021 | 50-75% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Heritage Wealth Advisors | $3.08 bn | |
| Heritage Private Fund LP Series 1 | $74.79 mm | Other Private Fund |
| Heritage Private Fund LP Series 1B | $70.94 mm | Other Private Fund |
