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Building 2HERITAGE FINANCIAL MANAGEMENT, LLC

Map pinCHARLOTTESVILLE, VA
Phone434-977-4420
NotebookSEC #801-55557
Total AUM
$479.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
614 EAST HIGH ST.
CHARLOTTESVILLE
VA 22902
USA
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
434-977-4420

ReceiptFinancials

Total AUM
$479.7M
Accounts
129
Discretionary
$165.8M
Accounts
67
Non-Discretionary
$313.9M
Accounts
62

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
VA

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

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