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Building 2HERITAGE FINANCIAL COUNSELORS, LLC

Map pinBEDMINSTER, NJ
Phone862-579-2899
NotebookSEC #801-110841
Total AUM
$235.9M
Employees
5
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
442 MAIN STREET (ROUTE 202)
BEDMINSTER
NJ 07921
United States
Operating Hours
BY APPOINTEMENT
Monday - Friday
Phone
862-579-2899
Other Offices
1

ReceiptFinancials

Total AUM
$235.9M
Accounts
425
Discretionary
$0
Accounts
0
Non-Discretionary
$235.9M
Accounts
425

ContactClients

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Individual Clients
76
AUM
$29.7M
HNW Individual Clients
67
AUM
$206.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNY

HandshakeAffiliates

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

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