Active
HERITAGE ASSET MANAGEMENT, LLC
Investment Advice|BELTON, MO
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$130M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 130.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 323344 |
| SEC Number | 801-126700 |
| Street Address | 7926 E 171ST STREET |
| Location | BELTON, MO 64012 |
| Country | United States |
| Phone | 816-348-2060 |
| Fax | 816-348-2070 |
| Total Employees | 2 |
Client Count by Type (705 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 677 |
| High Net Worth Individual… | 25 |
| Charitable Organizations | 3 |
Community Partners
CITY OF ARCHIE
CITY OF BELTON
CITY OF CLEVELAND
CITY OF EAST LYNNE
CITY OF FREEMAN
CITY OF GARDEN CITY
CITY OF GLENAIRE
CITY OF HARRISONVILLE
CITY OF LAKE ANNETTE
CITY OF LAKE WINNEBAGO
CITY OF LIBERTY
CITY OF PECULIAR
CITY OF PLEASANT HILL
CITY OF RAYMORE
CITY OF STRASBURG
COUNTY OF CASS
TOWN OF CREIGHTON
VILLAGE OF BALDWIN PARK
VILLAGE OF GUNN CITY
VILLAGE OF LOCH LLOYD
CITY OF ARCHIE
CITY OF BELTON
CITY OF CLEVELAND
CITY OF EAST LYNNE
CITY OF FREEMAN
CITY OF GARDEN CITY
CITY OF GLENAIRE
CITY OF HARRISONVILLE
CITY OF LAKE ANNETTE
CITY OF LAKE WINNEBAGO
CITY OF LIBERTY
CITY OF PECULIAR
CITY OF PLEASANT HILL
CITY OF RAYMORE
CITY OF STRASBURG
COUNTY OF CASS
TOWN OF CREIGHTON
VILLAGE OF BALDWIN PARK
VILLAGE OF GUNN CITY
VILLAGE OF LOCH LLOYD
CITY OF ARCHIE
CITY OF BELTON
CITY OF CLEVELAND
CITY OF EAST LYNNE
CITY OF FREEMAN
CITY OF GARDEN CITY
CITY OF GLENAIRE
CITY OF HARRISONVILLE
CITY OF LAKE ANNETTE
CITY OF LAKE WINNEBAGO
CITY OF LIBERTY
CITY OF PECULIAR
CITY OF PLEASANT HILL
CITY OF RAYMORE
CITY OF STRASBURG
COUNTY OF CASS
TOWN OF CREIGHTON
VILLAGE OF BALDWIN PARK
VILLAGE OF GUNN CITY
VILLAGE OF LOCH LLOYD
Municipal Government
22 Active
22
Organizations
BELTON-CASS REGIONAL TDD
BELTON-RAYMORE INTERCHANGE TRANSPORTATION DEVELOPMENT DISTRICT
BELTON TOWN CENTRE TRANSPORTATION DEVELOPMENT DISTRICT
CASS/BATES COUNTY PUBLIC WATER SUPPLY DISTRICT 12
CASS COUNTY PUBLIC LIBRARY
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 1
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 10
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 11
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 2
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 3
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 4
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 5
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 6
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 7
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 8
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 9
CASS COUNTY SOIL AND WATER CONSERVATION DISTRICT
CENTRAL CASS COUNTY FIRE PROTECTION DISTRICT
CORNERSTONE POINTE TRANS DEV DIST
CREIGHTON FIRE PROTECTION DISTRICT
BELTON-CASS REGIONAL TDD
BELTON-RAYMORE INTERCHANGE TRANSPORTATION DEVELOPMENT DISTRICT
BELTON TOWN CENTRE TRANSPORTATION DEVELOPMENT DISTRICT
CASS/BATES COUNTY PUBLIC WATER SUPPLY DISTRICT 12
CASS COUNTY PUBLIC LIBRARY
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 1
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 10
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 11
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 2
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 3
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 4
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 5
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 6
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 7
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 8
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 9
CASS COUNTY SOIL AND WATER CONSERVATION DISTRICT
CENTRAL CASS COUNTY FIRE PROTECTION DISTRICT
CORNERSTONE POINTE TRANS DEV DIST
CREIGHTON FIRE PROTECTION DISTRICT
BELTON-CASS REGIONAL TDD
BELTON-RAYMORE INTERCHANGE TRANSPORTATION DEVELOPMENT DISTRICT
BELTON TOWN CENTRE TRANSPORTATION DEVELOPMENT DISTRICT
CASS/BATES COUNTY PUBLIC WATER SUPPLY DISTRICT 12
CASS COUNTY PUBLIC LIBRARY
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 1
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 10
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 11
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 2
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 3
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 4
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 5
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 6
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 7
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 8
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 9
CASS COUNTY SOIL AND WATER CONSERVATION DISTRICT
CENTRAL CASS COUNTY FIRE PROTECTION DISTRICT
CORNERSTONE POINTE TRANS DEV DIST
CREIGHTON FIRE PROTECTION DISTRICT
Special District
42 Active
42
Organizations
ARCHIE SCHOOL DIST R5
BELTON SCH DIST 124
CASS COUNTY R-8 SCHOOLS
DREXEL DIST R-4
EAST LYNNE SCH DIST 40
HARRISONVILLE CASS R-IX
MIDWAY SCH DIST R-1
PLEASANT HILL SCH DIST R3
RAYMORE-PECULIAR SCH DIST R-2
SHERWOOD SCH DIST R-8
STRASBURG SCH DIST C 3
ARCHIE SCHOOL DIST R5
BELTON SCH DIST 124
CASS COUNTY R-8 SCHOOLS
DREXEL DIST R-4
EAST LYNNE SCH DIST 40
HARRISONVILLE CASS R-IX
MIDWAY SCH DIST R-1
PLEASANT HILL SCH DIST R3
RAYMORE-PECULIAR SCH DIST R-2
SHERWOOD SCH DIST R-8
STRASBURG SCH DIST C 3
ARCHIE SCHOOL DIST R5
BELTON SCH DIST 124
CASS COUNTY R-8 SCHOOLS
DREXEL DIST R-4
EAST LYNNE SCH DIST 40
HARRISONVILLE CASS R-IX
MIDWAY SCH DIST R-1
PLEASANT HILL SCH DIST R3
RAYMORE-PECULIAR SCH DIST R-2
SHERWOOD SCH DIST R-8
STRASBURG SCH DIST C 3
School District
11 Active
11
Organizations
22 TILL NONE INC
47 FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
AARONS HOUSE
ABA PIPER 12U
A CHILDS PATH BACK INC
ACTING OUT AGAINST CANCER
ACTS MINISTRY
ADOPT RESCUE FOSTER
ADRIAN COMMUNITY THEATRE INC
AGLOW INTERNATIONAL
Agricultural Business Council of Kansas City
ALEXANDER W DONIPHAN COMMUNITY SERVICE & LEADERSHIP FOUNDATION IN
ALLIANCE OF ROUND TRADITIONAL AND SQUARE - DANCE INC
ALPHA CHI OMEGA HOUSE CORPORATION FOR PHI CHAPTER
ALPHA DELTA-KAPPA ALPHA SCHOLARSHIP AND HOUSE ASSN INC
ALPHA DELTA SIGMA OF GREATER KANSAS CITY
22 TILL NONE INC
47 FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
AARONS HOUSE
ABA PIPER 12U
A CHILDS PATH BACK INC
ACTING OUT AGAINST CANCER
ACTS MINISTRY
ADOPT RESCUE FOSTER
ADRIAN COMMUNITY THEATRE INC
AGLOW INTERNATIONAL
Agricultural Business Council of Kansas City
ALEXANDER W DONIPHAN COMMUNITY SERVICE & LEADERSHIP FOUNDATION IN
ALLIANCE OF ROUND TRADITIONAL AND SQUARE - DANCE INC
ALPHA CHI OMEGA HOUSE CORPORATION FOR PHI CHAPTER
ALPHA DELTA-KAPPA ALPHA SCHOLARSHIP AND HOUSE ASSN INC
ALPHA DELTA SIGMA OF GREATER KANSAS CITY
22 TILL NONE INC
47 FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
AARONS HOUSE
ABA PIPER 12U
A CHILDS PATH BACK INC
ACTING OUT AGAINST CANCER
ACTS MINISTRY
ADOPT RESCUE FOSTER
ADRIAN COMMUNITY THEATRE INC
AGLOW INTERNATIONAL
Agricultural Business Council of Kansas City
ALEXANDER W DONIPHAN COMMUNITY SERVICE & LEADERSHIP FOUNDATION IN
ALLIANCE OF ROUND TRADITIONAL AND SQUARE - DANCE INC
ALPHA CHI OMEGA HOUSE CORPORATION FOR PHI CHAPTER
ALPHA DELTA-KAPPA ALPHA SCHOLARSHIP AND HOUSE ASSN INC
ALPHA DELTA SIGMA OF GREATER KANSAS CITY
Nonprofit Organization
787 Active
787
Organizations
Community Partners125 organizations
CITY OF CLEVELAND
Municipal Government·CLEVELAND
CITY OF EAST LYNNE
Municipal Government·EAST LYNNE
CITY OF FREEMAN
Municipal Government·FREEMAN
CITY OF GARDEN CITY
Municipal Government·GARDEN CITY
CITY OF GLENAIRE
Municipal Government·LIBERTY
CITY OF HARRISONVILLE
Municipal Government·HARRISONVILLE
CITY OF LAKE ANNETTE
Municipal Government·LAKE ANNETTE
CITY OF LAKE WINNEBAGO
Municipal Government·LAKE WINNEBAGO
CITY OF PECULIAR
Municipal Government·PECULIAR
CITY OF PLEASANT HILL
Municipal Government·PLEASANT HILL
CITY OF RAYMORE
Municipal Government·RAYMORE
CITY OF STRASBURG
Municipal Government·STRASBURG
TOWN OF CREIGHTON
Municipal Government·CREIGHTON
VILLAGE OF BALDWIN PARK
Municipal Government·PLEASANT HILL
VILLAGE OF GUNN CITY
Municipal Government·GARDEN CITY
VILLAGE OF LOCH LLOYD
Municipal Government·VILLAGE OF LOCH LLOYD
VILLAGE OF RIVERVIEW ESTATES
Municipal Government·BELTON
VILLAGE OF WEST LINE
Municipal Government·WEST LINE
BELTON-CASS REGIONAL TDD
Special District·KANSAS CITY
BELTON-RAYMORE INTERCHANGE TRANSPORTATION DEVELOPMENT DISTRICT
Special District·KANSAS CITY
BELTON TOWN CENTRE TRANSPORTATION DEVELOPMENT DISTRICT
Special District·KANSAS CITY
CASS/BATES COUNTY PUBLIC WATER SUPPLY DISTRICT 12
Special District·DREXEL
CASS COUNTY PUBLIC LIBRARY
Special District·HARRISONVILLE
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 1
Special District·STRASBURG
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 10
Special District·PECULIAR
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 11
Special District·GARDEN CITY
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 3
Special District·RAYMORE
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 4
Special District·HARRISONVILLE
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 5
Special District·PLEASANT HILL
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 6
Special District·RAYMORE
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 7
Special District·FREEMAN
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 8
Special District·RAYMORE
CASS COUNTY PUBLIC WATER SUPPLY DISTRICT 9
Special District·HARRISONVILLE
CENTRAL CASS COUNTY FIRE PROTECTION DISTRICT
Special District·HARRISONVILLE
CORNERSTONE POINTE TRANS DEV DIST
Special District·LIBERTY
CREIGHTON FIRE PROTECTION DISTRICT
Special District·CREIGHTON
DIKELAND SEWER DISTRICT
Special District·RAYMORE
DOLAN AND WEST DOLAN FIRE PROTECTION DISTRICT
Special District·FREEMAN
DREXEL COMMUNITY FIRE PROTECTION DISTRICT
Special District·DREXEL
EAST GATEWAY TRANSP DEV DIST
Special District·RAYMORE
EAST LYNNE-GUNN CITY FIRE PROTECTION DISTRICT
Special District·EAST LYNNE
HARRISONVILLE BROOKHART TDD
Special District·KANSAS CITY
HARRISONVILLE MARKET PLACE TDD A
Special District·HARRISONVILLE
HARRISONVILLE MARKET PLACE TDD B
Special District·HARRISONVILLE
HARRISONVILLE TOWNE CENTER TRANSPORTATION DEVELOPMENT DISTRICT
Special District·HARRISONVILLE
HUBACH HILL ROAD/NORTH CASS PKWY TDD
Special District·RAYMORE
HWY 71/291 PARTNERS IN PROGRESS TDD
Special District·KANSAS CITY
I-49 AND 275TH STREET TDD
Special District·KANSAS CITY
MOUNT PLEASANT FIRE PROTECTION DIST
Special District·BELTON
MOUNT PLEASANT SPECIAL ROAD DISTRICT
Special District·BELTON
MULLENDIKE SEWER DISTRICT
Special District·RAYMORE
PLEASANT HILL FIRE PROTECTION DISTRICT
Special District·PLEASANT HILL
SOUTH METROPOLITAN FIRE PROTECTION
Special District·RAYMORE
WESTERN CASS FIRE PROTECTION DISTRICT
Special District·CLEVELAND
HARRISONVILLE CASS R-IX
School District·HARRISONVILLE
PLEASANT HILL SCH DIST R3
School District·PLEASANT HILL
22 TILL NONE INC
Nonprofit Organization·Belton
47 FOUNDATION
Nonprofit Organization·Harrisonville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Harrisonville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Harrisonville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Harrisonville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Harrisonville
AARONS HOUSE
Nonprofit Organization·Harrisonville
ABA PIPER 12U
Nonprofit Organization·RAYMORE
A CHILDS PATH BACK INC
Nonprofit Organization·Peculiar
ACTING OUT AGAINST CANCER
Nonprofit Organization·BELTON
ACTS MINISTRY
Nonprofit Organization·Harrisonville
ADOPT RESCUE FOSTER
Nonprofit Organization·Peculiar
ADRIAN COMMUNITY THEATRE INC
Nonprofit Organization·Archie
AGLOW INTERNATIONAL
Nonprofit Organization·Pleasant Hill
Agricultural Business Council of Kansas City
Nonprofit Organization·Liberty
ALEXANDER W DONIPHAN COMMUNITY SERVICE & LEADERSHIP FOUNDATION IN
Nonprofit Organization·Liberty
ALLIANCE OF ROUND TRADITIONAL AND SQUARE - DANCE INC
Nonprofit Organization·Liberty
ALPHA CHI OMEGA HOUSE CORPORATION FOR PHI CHAPTER
Nonprofit Organization·LIBERTY
ALPHA DELTA-KAPPA ALPHA SCHOLARSHIP AND HOUSE ASSN INC
Nonprofit Organization·Liberty
ALPHA DELTA SIGMA OF GREATER KANSAS CITY
Nonprofit Organization·Liberty
ALPHA GAMMA DELTA FRATERNITY
Nonprofit Organization·Liberty
ALPHA LAMBDA DELTA
Nonprofit Organization·Liberty
Alpha Lighthouse LLC
Nonprofit Organization·Belton
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Peculiar
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Raymore
AMERICAN BRITTANY CLUB INC
Nonprofit Organization·Raymore
AMERICAN LEGION
Nonprofit Organization·Peculiar
AMERICAN LEGION
Nonprofit Organization·Harrisonville
AMERICAN LEGION
Nonprofit Organization·Creighton
AMERICAN LEGION
Nonprofit Organization·Belton
AMERICAN LEGION 0061 JARCHOW
Nonprofit Organization·LIBERTY
AMERICAN LEGION 95
Nonprofit Organization·LIBERTY
AMERICAN LEGION AUXILIARY
Nonprofit Organization·BELTON
AMERICAN LEGION AUXILIARY 498
Nonprofit Organization·Garden City
AMERICAN LEGION POST 0053 NEWTON DUDLEY
Nonprofit Organization·Pleasant Hill
AMERICAN LEGION SIXTH DISTRIST OF MISSOURI
Nonprofit Organization·Harrisonville
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·Belton
AMERICAN VOLKSSPORT ASSOCIATION INC
Nonprofit Organization·Belton
AMITY MENTAL HEALTH COMPANY
Nonprofit Organization·BELTON
AMVETS
Nonprofit Organization·RAYMORE
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Harrisonville
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Liberty
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Archie
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Freeman
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI 54 INDEX LODGE
Nonprofit Organization·GARDEN CITY
ANGELS LEFT BEHIND
Nonprofit Organization·Belton
ANSAR FOUNDATION INC
Nonprofit Organization·Raymore
ANTIOCH SOUTHERN BAPTIST CHURCH, INC OF HARRISONVILLE, MISSOURI
Nonprofit Organization·HARRISONVILLE
Antique Caterpillar Machinery Owners Club
Nonprofit Organization·Liberty
A PLAYERS PARTNER
Nonprofit Organization·Belton