Heritage Financial Counselors LLC

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Assets, Funds, Holdings

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Heritage Financial Counselors LLC
CRD #288232
SEC #801-110841
CIK #
AUM $179.2 MM (2024-03-25)
Employees 4 (100% Investors, 0% Brokers)
Phone862-579-2899
Address442 Main Street Route 202
Bedminster, NJ 07921
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
180144108723602009201420192025
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
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