HERITAGE FINANCIAL LLC

7001 Heritage Village Plaza
Suite 190
Gainesville, Virginia 20155
Tel: (703) 754-1233

About HERITAGE FINANCIAL LLC

HERITAGE FINANCIAL LLC, formally registered with the SEC as HERITAGE FINANCIAL LLC. The firm was established in 11/26/2018. They have over 3 offices throughout the country.

HERITAGE FINANCIAL LLC is a Gainesville, Virginia based Financial Planning firm with nearly $280,611,297 assets under management, offering retirement planning & investment advisory services to 1286 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285149
SEC#	801-114336
Assets Managed by Firm	$280,611,297
No. of Clients	1286
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
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	1286	$280,611,297
Individuals (other than high net worth individuals)	264	$90,274,871
High net worth individuals	71	$170,886,612
Pension and profit sharing plans	Fewer than 5 clients	$16,898,504
Charitable organizations	Fewer than 5 clients	$2,551,310

More Retirement Planning firms in Gainesville, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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