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HERITAGE WEALTH MANAGEMENT
MEDFORD, MA
800-620-9330
SEC #801-132674Total AUM
$153.2M
Employees
2Clients
218Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
0 GOVERNORS AVENUE
SUITE 34
MEDFORD
MA 02155
United States
SUITE 34
MEDFORD
MA 02155
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
800-620-9330
Other Offices
2
Financials
Total AUM
$153.2M
Accounts
369Discretionary
$153.2M
Accounts
369Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
133AUM
$37.8M
HNW Individual Clients
82AUM
$114M
Charitable Organization Clients
2AUM
$1.2M
Corporation or Business Clients
1AUM
$232K
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)
State Registrations
FLMANHRITX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.