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HERITAGE FINANCIAL COUNSELORS, LLC

Tel: 862-579-2899
442 Main Street (Route 202)
Bedminster, New Jersey  07921

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HERITAGE FINANCIAL COUNSELORS, LLC

HERITAGE FINANCIAL COUNSELORS, LLC is a Bedminster, New Jersey based financial advisory firm with nearly $179,205,556 in assets under management and provides investment advisory services for 387 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

288232

SEC#:

801-110841

No. of Clients:

387

Assets under Management

$179,205,556

No. of Advisors:

4

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