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Heritage Financial Services, LLC

CRD 127268SEC# 801-64494Westwood, MA
Export (members)
No longer SEC-registered. Heritage Financial Services, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.99B
Employees
49
Accounts
6,481
Location
Westwood, MA

Heritage Financial Services, LLC assets under management

Heritage Financial Services, LLC is an SEC-registered investment adviser based in Westwood, MA. It reports $3 billion in regulatory assets under management and employs 49 people.
View on SEC.gov ↗

Heritage Financial Services, LLC owners & executives

8 reported
NameTitleOwnershipSince
Heritage Financial Services, Inc. ControlOwner50-75%2014
James Patrick Scally ControlManaging Member5-10%2014
Jennifer M Watson ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Heritage Financial Services, LLC manage?

Heritage Financial Services, LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Heritage Financial Services, LLC have?

Heritage Financial Services, LLC reports 49 employees.

Where is Heritage Financial Services, LLC located?

Heritage Financial Services, LLC is based in Westwood, MA.

Does Heritage Financial Services, LLC disclose fund performance?

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

Contact & registration

Address100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
Office hours8:30 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$2.99B
Non-discretionary$0
Total (RAUM)$2.99B