Heritage Financial Services

Trust Score 97%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Heritage Financial Services, federally registered in 2005, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 17 advisors. Heritage Financial Services manages $1.4 billion and provides investment advisory services for 929 clients (1:55 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,519,481
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:55
Headquarters Westwood, MA
SEC Filings Forms and Brochures    (CRD # 127268)
State(s) Registered CA, CT, FL, GA, IL, ME, MA, NH, NJ, NY, NC, RI, VT, VA

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