Investment adviser · CRD 128532

HERITAGE FINANCIAL NETWORK, INC.

Investment adviser filing (IA)

CONCORD, MA, United States · Form ADV filed Jun 14, 2012

Regulatory AUM
$55M
Form ADV · Item 5.F
Client accounts
177
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 14, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

97 LOWELL ROAD
CONCORD, MA, 01742, United States

CRD 128532

Filing source

Form ADV 652027 · Jun 14, 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.