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HERITAGE FINANCIAL SOLUTIONS, LLC
DODGE CITY, KS
620-471-2020
SEC #801-121552Total AUM
$84.2M
Employees
2Clients
170Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
707 3RD AVENUE
SUITE B
DODGE CITY
KS 67801
United States
SUITE B
DODGE CITY
KS 67801
United States
Operating Hours
M - TH 8:30 AM - 5:00 PM; F 8:30 AM - 3:00 PM
M - TH 8AM - 5PM; F 8:00AM - 3PM
M - TH 8AM - 5PM; F 8:00AM - 3PM
Phone
620-471-2020
Financials
Total AUM
$84.2M
Accounts
393Discretionary
$84.2M
Accounts
393Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
143AUM
$33.6M
HNW Individual Clients
17AUM
$43.5M
Charitable Organization Clients
9AUM
$4.8M
Corporation or Business Clients
1AUM
$2.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
KSTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.