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Building 2HERITAGE FINANCIAL LLC

Map pinGAINESVILLE, VA
Phone(703) 754-1233
NotebookSEC #801-114336
Total AUM
$408M
Employees
8
Clients
352

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7001 HERITAGE VILLAGE PLAZA
SUITE 190
GAINESVILLE
VA 20155
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
(703) 754-1233
Other Offices
2

ReceiptFinancials

Total AUM
$408M
Accounts
1,507
Discretionary
$364.8M
Accounts
1,369
Non-Discretionary
$43.2M
Accounts
138

ContactClients

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Individual Clients
218
AUM
$71.9M
HNW Individual Clients
132
AUM
$303.9M
Pension/Profit Sharing Plan Clients
1
AUM
$26.1M
Charitable Organization Clients
1
AUM
$6.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLHILAMDNCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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