Icon Wealth Management Client Composition:
individuals – not high net worth: 75% +
“high net worth”: 0
banking: 0
investment companies: 0
pensions: 0
other pooled: 0
charitable: 0
corp: 0
all other: 0
Total AUM at filing, Icon: 22.7MM
182 accounts
Heritage Wealth Management, Inc. Client Composition (2005):
individuals- not high net worth: 51-75%
“high net worth”: 26-50%
banking: 0
investment companies: 0
pensions: 0
other pooled: 0
charitable: 0
corp: 0
all other: 0
Total AUM at filing, Heritage: 44MM
(Ceased operation under SEC regulation in 2005, either moving to Icon or to State regulation).
343 accounts
Earlier: Today’s Ponzi Trifecta Begins?
[Note: Heritage Wealth Management, Inc., Schrenker's firm should not be confused with Heritage Wealth Management, LLC, the apparently unconnected San Diego firm]

Ok c’mon. Given that the watch (just revealed enough to identify what is supposed to be a super-premium aviation model), cuff, and sleeve are so perfectly coordinated, how exactly are we supposed to believe that the totally paperless and totally spotless desk (sound familiar Made-off fans?), the tidy volumes, the oh-so-casually missing tie, the family picture and the charts in the background are anything but contrived? Candid picture? We think not.
Oh, and Marc(us), a Dealbreaker reader noticed that your mousepad is upside-down. That cushion is for your wrist.
Then there’s this video, bearing the warning: This stunt shouldn’t be attempted by any pilot that wishes to stay alive.
Do your own in-depth analysis on the high-resolution original:
Marc Schrenker [atGeist]