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Home > Retirement Planners > massachusetts > westwood > HERITAGE FINANCIAL SERVICES
HERITAGE FINANCIAL SERVICES
100 Lowder Brook Drive
Suite 1000
Westwood, Massachusetts 02090
Tel: 781-255-0214
About HERITAGE FINANCIAL SERVICES
HERITAGE FINANCIAL SERVICES, formally registered with the SEC as HERITAGE FINANCIAL SERVICES. The firm was established in 07/19/2005. They have over 3 offices throughout the country.
HERITAGE FINANCIAL SERVICES is a Westwood, Massachusetts based Financial Planning firm with nearly $2,499,708,338 assets under management, offering retirement planning & investment advisory services to 5806 clients. The firm is staffed with 44 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127268 |
| SEC# | 801-64494 |
| Assets Managed by Firm | $2,499,708,338 |
| No. of Clients | 5806 |
| No. of Advisors | 44 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5806 | $2,499,708,338 |
| Individuals (other than high net worth individuals) | 504 | $288,162,342 |
| High net worth individuals | 697 | $2,202,733,463 |
| Charitable organizations | 1 | $378,671 |
| Corporations or other businesses | 3 | $8,433,862 |
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