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Personal Details
First Name: 
David
Last Name: 
Thompson
Designation: 
President
Phone: 
(816) 348-2060
Fax: 
(816) 348-2070
Organization Details
Organization Name: 
Heritage Asset Management
Organization Description: 

We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be a trusted advisor. As an investment firm, our primary focus is to provide objective advice that is designed to facilitate long term financial success.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Office Location
Street Address: 
7926 East 171st Street
City: 
Belton
State/Province: 
Missouri
ZIP/Postal Code: 
64012
Country: 
United States
Disclaimer
Disclaimer: 

Investment Advisory Services offered through Heritage Asset Management, LLC, an SEC Registered Investment Advisor.  

The Heritage Asset Management web site is limited to general information and assists clients of the firm to gain access to their respective accounts.  No account or personal information is contained in this site.  Furthermore, no information or commentary on this site should be construed as individual advice or a call to action for any client or perspective client.  Any such commentary, product, strategy, or theory contained in this site should be considered generic.  We recommend, if any questions arise, please contact your advisor directly for clarification. 

Form ADV 2A & 2B  |  Privacy Notice  |  Form CRS (Client Relationship Summary)

7926 East 171st Street
Belton, Missouri
64012 United States

dthompson@heritage-kc.com

(816) 348-2060

Investment Advisory Services offered through Heritage Asset Management, LLC, an SEC Registered Investment Advisor.  

The Heritage Asset Management web site is limited to general information and assists clients of the firm to gain access to their respective accounts.  No account or personal information is contained in this site.  Furthermore, no information or commentary on this site should be construed as individual advice or a call to action for any client or perspective client.  Any such commentary, product, strategy, or theory contained in this site should be considered generic.  We recommend, if any questions arise, please contact your advisor directly for clarification. 

Form ADV 2A & 2B  |  Privacy Notice  |  Form CRS (Client Relationship Summary)

 

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