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Building 2HERITAGE FINANCIAL ADVISORS, LLC

Map pinWATERVILLE, OH
Phone419-887-5887
NotebookSEC #801-110101
Total AUM
$188M
Employees
1
Clients
221

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
103 NORTH RIVER ROAD
SUITE A
WATERVILLE
OH 43566
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
419-887-5887
Other Offices
1

ReceiptFinancials

Total AUM
$188M
Accounts
502
Discretionary
$0
Accounts
0
Non-Discretionary
$188M
Accounts
502

ContactClients

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Individual Clients
185
AUM
$45.7M
HNW Individual Clients
35
AUM
$84.8M
Charitable Organization Clients
1
AUM
$57.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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