Heritage Financial Services, LLC
CRD 127268SEC# 801-64494Westwood, MA
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.
Heritage Financial Services, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heritage Financial Services, Inc. Control | Owner | 50-75% | 2014 |
| James Patrick Scally Control | Managing Member | 5-10% | 2014 |
| Jennifer M Watson Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently 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
| Address | 100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$2.99BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$2.99Bregulatory AUM
Discretionary $2.99B