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.
| Title | Senior Managing Principal/Cio |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |