HERITAGE FINANCIAL COUNSELORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$235,870,466
Discretionary
$0
Non-discretionary
$235,870,466
Firm details
- CRD number
- 288232
- SEC file number
- 801-110841
- Main office
- BEDMINSTER, NJ, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.