Investment adviser · CRD 119241

HERITAGE ADVISORY SERVICES, INC.

Investment adviser filing (IA)

MALVERN, PA, United States · Form ADV filed Jun 20, 2012

Regulatory AUM
$9M
Form ADV · Item 5.F
Client accounts
64
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 20, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5 GREAT VALLEY PARKWAY, SUITE 334
MALVERN, PA, 19355, United States

CRD 119241

Filing source

Form ADV 654475 · Jun 20, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.