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Heritage Financial Counselors, LLC

● SEC registered since 2017CRD 288232SEC# 801-110841Bedminster, NJ
Export (members)
Reg. AUM
$201.2M
Employees
4
Accounts
394
Location
Bedminster, NJ

Heritage Financial Counselors, LLC assets under management

Heritage Financial Counselors, LLC is an SEC-registered investment adviser based in Bedminster, NJ. The firm has been registered since 2017. It reports $201.2 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/charlieweidmanView on SEC.gov ↗

Heritage Financial Counselors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Charles Patrick Weidman ControlManaging Member & Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Heritage Financial Counselors, LLC manage?

Heritage Financial Counselors, LLC reports $201.2 million in regulatory assets under management on its Form ADV.

How many employees does Heritage Financial Counselors, LLC have?

Heritage Financial Counselors, LLC reports 4 employees.

Where is Heritage Financial Counselors, LLC located?

Heritage Financial Counselors, LLC is based in Bedminster, NJ and has been SEC-registered since 2017.

Does Heritage Financial Counselors, LLC disclose fund performance?

Heritage Financial Counselors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address442 Main Street (route 202), Bedminster, NJ 07921
Phone862-579-2899
Office hoursBy Appointement
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$201.2M
Total (RAUM)$201.2M