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Heritage Financial Counselors LLC
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CRD # | 288232 |
SEC # | 801-110841 |
CIK # | |
AUM | $179.2 MM (2024-03-25) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 862-579-2899 |
Address | 442 Main Street Route 202 Bedminster, NJ 07921 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 48 | 20.0 |
(b) Individuals (high net worth individuals) | 71 | 159.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 387 | 179.2 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 387 | 179.2 |
Total | 387 | 179.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 179.2 | |
Total | 387 | 179.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Ward & Associates
✚
|
CA | 0.2 |
Hill Country Retirement Solutions LLC
✚
|
TX | 0.2 |
GHE LLC
✚
|
TN | 0.2 |
DRH Investments Inc
✚
|
CA | 0.2 |
Equitycompass Investment Management LLC
✚
|
MD | 0.2 |
Taconic Advisors Inc
✚
|
NY | 0.2 |
Worth Financial Advisory Group LLC
✚
|
NC | 0.2 |
Allen Capital Management LLC
✚
|
WA | 0.2 |
Jennings & Associates Financial Advisors LLC
✚
|
KY | 0.2 |
Cap Partners LLC
✚
|
TN | 0.2 |