HERITAGE FINANCIAL COUNSELORS, LLC

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

About HERITAGE FINANCIAL COUNSELORS, LLC

HERITAGE FINANCIAL COUNSELORS, LLC, formally registered with the SEC as HERITAGE FINANCIAL COUNSELORS, LLC. The firm was established in 07/21/2017. They have over 1 offices throughout the country.

HERITAGE FINANCIAL COUNSELORS, LLC is a Bedminster, New Jersey based Financial Planning firm with nearly $179,205,556 assets under management, offering retirement planning & investment advisory services to 387 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288232
SEC#	801-110841
Assets Managed by Firm	$179,205,556
No. of Clients	387
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	387	$179,205,556
Individuals (other than high net worth individuals)	48	$19,979,403
High net worth individuals	71	$159,226,153

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