HERITAGE FINANCIAL COUNSELORS, LLC

BEDMINSTER, New Jersey·1 registered advisor·CRD# 288232
SEC# 801-1108410862-579-2899
01

Firm Overview

AUM
$179M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HERITAGE FINANCIAL COUNSELORS, LLC

1 registered advisor
Charles Patrick Weidman
BEDMINSTER, New Jersey
05

Office Locations

BEDMINSTER, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. HERITAGE FINANCIAL COUNSELORS, LLC (CRD# 288232) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.