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Katherine Salome Horgan

Senior Managing Principal/CioHeritage Wealth Management, Inc.CRD 1601776

About Katherine Salome Horgan

Katherine Salome Horgan is listed as Senior Managing Principal/Cio at Heritage Wealth Management, Inc. in Medford, MA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Heritage Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Katherine Salome Horgan work?

Katherine Salome Horgan is listed as Senior Managing Principal/Cio at Heritage Wealth Management, Inc. on SEC Form ADV.

How much of Heritage Wealth Management, Inc. does Katherine Salome Horgan own?

Form ADV reports a beneficial ownership band of Under 5%.

Heritage Wealth Management, Inc.

TitleSenior Managing Principal/Cio
OwnershipUnder 5%
Control personNo
Since2025
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