Heritage Financial Counselors, LLC
● SEC registered since 2017CRD 288232SEC# 801-110841Bedminster, NJ
Reg. AUM
$235.9M
Employees
5
Accounts
425
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 $235.9 million in regulatory assets under management and employs 5 people.
Heritage Financial Counselors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Patrick Weidman Control | Managing Member & Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Heritage Financial Counselors, LLC manage?
Heritage Financial Counselors, LLC reports $235.9 million in regulatory assets under management on its Form ADV.
How many employees does Heritage Financial Counselors, LLC have?
Heritage Financial Counselors, LLC reports 5 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
| Address | 442 Main Street (route 202), Bedminster, NJ 07921 |
| Phone | 862-579-2899 |
| Office hours | By Appointement |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$235.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$235.9Mregulatory AUM
Discretionary $0Non-discretionary $235.9M