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| Heritage Financial Services LLC
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|---|---|
| CRD # | 127268 |
| SEC # | 801-64494 |
| CIK # | 0001752035 |
| AUM | 2,989.6 M (2025-11-25) |
| Employees | 49 (47% Investors, 0% Brokers) |
| Phone | 781-255-0214 |
| Address | 100 Lowder Brook Drive Westwood, MA 02090 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.6 | ||
| Nvidia Corp | 4.5 | ||
| Microsoft Corp | 4.0 | ||
| Broadcom Inc | 2.1 | ||
| Procter & Gamble Co | 2.0 | ||
| Lilly Eli & Co | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 433 | 0.3 |
| (b) Individuals (high net worth individuals) | 813 | 2.7 |
| (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 | 1 | 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 | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,481 | 3.0 |
| By Discretionary | ||
| Discretionary | 6,481 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,481 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 6,481 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001752035] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail, Research |
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