HERITAGE FINANCIAL, LLC
Doing business as HERITAGE FINANCIAL LLC. SEC Form ADV profile.
Total regulatory AUM
$407,976,663
Discretionary
$364,796,282
Non-discretionary
$43,180,381
Firm details
- CRD number
- 285149
- SEC file number
- 801-114336
- Main office
- GAINESVILLE, VA, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.