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HERITAGE FINANCIAL COUNSELORS, LLC
CRD 288232 · SEC 801-110841
442 MAIN STREET (ROUTE 202), BEDMINSTER, NJ, 07921, United States
Phone
862-579-2899
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$235.9M
Discretionary AUM
$0
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $29.7M |
| High net worth individuals | 67 | $206.2M |
States served
NJ, NY, NH, FL
All web addresses on file
Official SEC filing: View on IAPD