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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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