PPrivate Fund Data Log in Join · $37/mo

Sammy Amr Azzouz

President & CeoHeritage Financial Services, LLCCRD 4350513

About Sammy Amr Azzouz

Sammy Amr Azzouz is listed as President & Ceo at Heritage Financial Services, LLC in Westwood, MA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Heritage Financial Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sammy Amr Azzouz work?

Sammy Amr Azzouz is listed as President & Ceo at Heritage Financial Services, LLC on SEC Form ADV.

How much of Heritage Financial Services, LLC does Sammy Amr Azzouz own?

Form ADV reports a beneficial ownership band of 5-10%.

Heritage Financial Services, LLC

TitlePresident & Ceo
Ownership5-10%
Control personYes
Since2019