HERITAGE WEALTH PARTNERS, LLC

DUBLIN, Ohio·2 registered advisors·CRD# 290276
SEC# 801-1226951614-389-2488
01

Firm Overview

AUM
$143M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HERITAGE WEALTH PARTNERS, LLC

2 registered advisors
Matthew P Sands
DUBLIN, Ohio
Matthew Ralph Keyes
DUBLIN, Ohio
05

Office Locations

DUBLIN, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. HERITAGE WEALTH PARTNERS, LLC (CRD# 290276) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.