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Building 2HERITAGE FINANCIAL ADVISORS, LLC

Map pinWATERVILLE, OH
Phone419-887-5887
NotebookSEC #801-71819
Total AUM
$76.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
103 NORTH RIVER ROAD
SUITE A
WATERVILLE
OH 43566
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
419-887-5887

ReceiptFinancials

Total AUM
$76.6M
Accounts
436
Discretionary
$0
Accounts
0
Non-Discretionary
$76.6M
Accounts
436

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional 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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