Icon / Heritage: It's About The Clients

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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]

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