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HERITAGE FINANCIAL NETWORK, INC.

CRD 128532 · SEC 801-70522

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97 LOWELL ROAD, CONCORD, MA, 01742, United States

Phone

978-371-2954

Fax

978-371-9809

Registration

— (—)

Source

State registered

Total AUM

$85.0M

Discretionary AUM

$85.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals7$7.0M
High net worth individuals30$78.0M

All web addresses on file

Official SEC filing: View on IAPD