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Home > Retirement Planners > virginia > gainesville > HERITAGE FINANCIAL LLC
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 |
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