Advisors at this firm
Theodore H
CFA®, Series 65
Little Rock, AR
Heritage Asset Managers, Inc.
Theodore Hiegel is a CFA charterholder with 20 years of industry experience, currently serving as an advisor at Heritage Asset Managers, Inc. in Little Rock, Arkansas, where he has worked since 2005. His professional credentials include the CFA designation and Series 65 license. Heritage Asset Managers, Inc. is a state-registered investment adviser providing discretionary portfolio management and consult-only advice to a concentrated client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm manages approximately $77.8 million, focusing on customized equity, fixed-income, and blended portfolios with an emphasis on diversification and cost control.
Mark G
Series 63
North Little Rock, AR
Heritage Asset Managers, Inc.
Mark George is a financial advisor at Heritage Asset Managers, Inc. with 30 years of industry experience. He has been with Heritage Asset Managers since 2005 and holds a Series 63 designation. Heritage Asset Managers, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $77.8 million across about 43 accounts, focusing on customized equity, fixed-income, and blended portfolios with an emphasis on diversification and cost control.
Frank H
Series 63, Series 65
Little Rock, AR
Heritage Asset Managers, Inc.
Frank Hiegel is a financial advisor with Heritage Asset Managers, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. Prior to joining Heritage in 2018, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also the owner of K & F Hiegel LLC, an investment-related business. Heritage Asset Managers, Inc. provides discretionary portfolio management and consult-only investment advice to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes customized portfolios with a focus on diversification and cost control, utilizing a mix of individual securities and pooled investment vehicles.
