Heritage Financial Services LLC

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Assets, Funds, Holdings

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CAFR Data
Heritage Financial Services LLC
CRD #127268
SEC #801-64494
CIK #
AUM $1.6 BB (100% Disc, 100% US, 2020-03-23)
Employees32 (53% Investors, 0% Brokers)
Phone781-255-0214
Address100 Lowder Brook Drive
Westwood, MA 02090
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
1605128496364232102004200920152021
Comparable Firms State AUM ($BB)
Fidelity Personal Trust Co FSB
MA 1.7
Avalor Investment AG
1.7
Farmhouse Investment Management LLC
CA 1.7
Nichols & Pratt Advisers LLP
MA 1.6
Connecticut Wealth Management LLC
CT 1.6
Marshfield Associates
DC 1.5
Minot Deblois Advisors LLC
MA 1.5
AJ Wealth Strategies LLC
NY 1.5
Signia Wealth Limited
1.4
Portfolio Solutions LLC
MI 1.4
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