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Heritage Advisors, LLC Employee Directory

Financial ServicesArizona, United States2-10 Employees

Heritage Advisors, LLC has about 10 employees, all of them in North America. Accounting and Banking make up over half of the profiles with a known department. Heritage Advisors, LLC's workforce fell 67% between January 2026 and November 2026.

Find Heritage Advisors, LLC employees' phone numbers or email addresses

Heritage Advisors, LLC Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Heritage Advisors, LLC's Leadership

  • President at Heritage Advisors, LLC
    S. M.
    President
    Mobile Phone
  • Executive Director - Accounting, Tax And Audit at Heritage Advisors, LLC
    A. K.
    Executive Director - Accounting, Tax And Audit
    Mobile Phone
  • Director at Heritage Advisors, LLC
    J. K.
    Director
    Mobile Phone
  • Financial Services Advisor at Heritage Advisors, LLC
    H. A.
    Financial Services Advisor
    Mobile Phone
  • Client Relations & Administrative Asst at Heritage Advisors, LLC
    J. C.
    Client Relations & Administrative Asst
    Mobile Phone
  • Accounts Receivable Clerk at Heritage Advisors, LLC
    L. F.
    Accounts Receivable Clerk
    Mobile Phone

Heritage Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Business
  • Other

Accounting is the largest department at 67% of profiles with a known department, up from 40% in January 2026, followed by Banking (33%, down from 40%).

Contact profiles from Heritage Advisors, LLC

Name
Title
Contact
Location
Last Update
  • President at Heritage Advisors, LLC
    S. M.
    President
    Mobile Phone
    Oct 24, 2024
  • Executive Director - Accounting, Tax And Audit at Heritage Advisors, LLC
    A. K.
    Executive Director - Accounting, Tax And Audit
    Mobile Phone
    Oct 21, 2024
  • Director at Heritage Advisors, LLC
    J. K.
    Director
    Mobile Phone
    Oct 18, 2024
  • Financial Services Advisor at Heritage Advisors, LLC
    H. A.
    Financial Services Advisor
    Mobile Phone
    Oct 23, 2024
  • Client Relations & Administrative Asst at Heritage Advisors, LLC
    J. C.
    Client Relations & Administrative Asst
    Mobile Phone
    Oct 17, 2024
  • Accounts Receivable Clerk at Heritage Advisors, LLC
    L. F.
    Accounts Receivable Clerk
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What are the largest departments at Heritage Advisors, LLC?

Minus sign iconPlus sign iconAccounting is the largest department at 67% of profiles with a known department, up from 40% in January 2026, followed by Banking (33%, down from 40%).

How has Heritage Advisors, LLC's workforce changed over the past year?

Minus sign iconPlus sign iconHeritage Advisors, LLC's workforce fell 67% between January 2026 and November 2026. Accounting's share of profiles with a known department rose from 40% to 67%.

How many employees does Heritage Advisors, LLC have currently?

Minus sign iconPlus sign iconHeritage Advisors, LLC has approximately 10 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Heritage Advisors, LLC's key employees and leadership?

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As of November 2026, Heritage Advisors, LLC's key employees include:

  • President: S. M.
  • Executive Director - Accounting, Tax And Audit: A. K.
  • Director: J. K.
  • Financial Services Advisor: H. A.
  • Client Relations & Administrative Asst: J. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Heritage Advisors, LLC's most common email format?

Minus sign iconPlus sign iconHeritage Advisors, LLC employees' email format typically follows the pattern of FLast@heritageadvisorsllc.com. Trying to find reliable and up-to-date employee contact data? Find more Heritage Advisors, LLC email formats with LeadIQ.

What is Heritage Advisors, LLC known for?

Minus sign iconPlus sign iconHeritage Advisors, LLC was founded in 2014 and operates in the Financial Services industry. You can contact Heritage Advisors, LLC's main corporate office by phone at
+1-602-569-****
. Explore Heritage Advisors, LLC's company overview page for more information.

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