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Building 2HERITAGE FINANCIAL NETWORK, INC.

Map pinCONCORD, MA
Phone978-371-2954
NotebookSEC #801-70522
Total AUM
$55M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
97 LOWELL ROAD
CONCORD
MA 01742
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
978-371-2954

ReceiptFinancials

Total AUM
$55M
Accounts
177
Discretionary
$38M
Accounts
141
Non-Discretionary
$17M
Accounts
36

ContactClients

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None reported

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

None reported

HandshakeAffiliates

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

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