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HERITAGE FINANCIAL ADVISORS, LLC
HERITAGE FINANCIAL ADVISORS, LLC
WATERVILLE, Ohio
·
2 registered advisors
·
CRD# 154955
SEC# 801-110101
1
419-887-5887
01
Firm Overview
AUM
$157M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HERITAGE FINANCIAL ADVISORS, LLC
2 registered advisors
Charlotte Bowman Sargeant
WATERVILLE, Ohio
CRD# 4679560
Sasha Marie Wright
WATERVILLE, Ohio
CRD# 4954899
05
Office Locations
WATERVILLE, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. HERITAGE FINANCIAL ADVISORS, LLC (CRD# 154955) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.