HERITAGE FINANCIAL COUNSELORS, LLC
Adviser information for HERITAGE FINANCIAL COUNSELORS, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | New Jersey, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
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Discretionary | 0 | $0 |
Non-Discretionary | 387 | $179.2M |
Total | 387 | $179.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 48 | $20.0M |
HNW Individuals | 71 | $159.2M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 2 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-110841 |
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SEC ERA File Number | 801-110841 |
SEC CIK Numbers | None |
SEC CRD Numbers | 288232 |
Legal Entity Identifier | None |
Principal Office
442 MAIN STREET (ROUTE 202)BEDMINSTER
NJ
United States
Monday - Friday, BY APPOINTEMENT
Tel: 862-579-2899, Fax: None
Chief Compliance Officer
CHARLES P. WEIDMAN
MANAGING MEMBER
442 MAIN STREET (ROUTE 202)
BEDMINSTER
NJ
United States
Tel:
862-579-2899
C******@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WEIDMAN, CHARLES, PATRICK | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 08/2017 | > 75% |