HERITAGE FINANCIAL COUNSELORS, LLC
Tel: 862-579-2899 442 Main Street (Route 202) Bedminster, New Jersey 07921
About 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
Firm CRD#:
288232
Firm SEC#:
801-110841
Assets Under Management:
$179,205,556
No. of Clients:
387
No. of Advisors:
4
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
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