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Building 2HERITAGE FINANCIAL SERVICES

Map pinWESTWOOD, MA
Phone781-255-0214
NotebookSEC #801-64494
Total AUM
$3B
Employees
49
Clients
1,250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 LOWDER BROOK DRIVE
SUITE 1000
WESTWOOD
MA 02090
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
781-255-0214
Other Offices
2

ReceiptFinancials

Total AUM
$3B
Accounts
6,481
Discretionary
$3B
Accounts
6,481
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
433
AUM
$254.3M
HNW Individual Clients
813
AUM
$2.7B
Charitable Organization Clients
1
AUM
$413K
Corporation or Business Clients
3
AUM
$9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLGAILLAMAMDMEMINCNHNJNYRISCTXVAVT

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

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