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Heritage House Asset Management

Hourly fees in Boston, MA

State registeredNo commissions reported

Call (617) 482-8877Send a messageMap ↗

Public-record details

Address
50 Congress Street, Suite 700, Boston, MA 02109
Phone
(617) 482-8877
Listed under
Hourly fees, % of assets managed
Legal name
Aquilino Michael Domenic
CRD number
125868
Registration
State registered: MA
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$72.9 million
Accounts managed
55
Clients reported (Form ADV 5.D)
55
Individual / high-net-worth clients
0 / 55
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-31

State registered (MA) investment adviser, CRD 125868, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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