|
⚲
|
| Heritage Financial Counselors LLC
✚
|
|
|---|---|
| CRD # | 288232 |
| SEC # | 801-110841 |
| CIK # | |
| AUM | $235.9 M (2026-03-31) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 862-579-2899 |
| Address | 442 Main Street Route 202 Bedminster, NJ 07921 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 29.7 |
| (b) Individuals (high net worth individuals) | 67 | 206.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 425 | 235.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 425 | 235.9 |
| Total | 425 | 235.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.9 | |
| Total | 425 | 235.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Castle Wealth Planning LLC
✚
|
CA | 0.2 |
|
Lanier Financial Group LLC
✚
|
GA | 0.2 |
|
Millares Asset Management LLC
✚
|
FL | 0.2 |
|
Ipsen Advisor Group LLC
✚
|
AR | 0.2 |
|
Spectrum Planning & Advisory Services Inc
✚
|
CA | 0.2 |
|
Crown Oak Advisors LLC
✚
|
0.2 | |
|
Birch Capital Management LLC
✚
|
0.2 | |
|
Portland Private Wealth Management Inc
✚
|
OR | 0.2 |
|
Colorado Wealth Group LLC
✚
|
CO | 0.2 |
|
Spectrum Financial Resources LLC
✚
|
MI | 0.2 |