RIA Intel›Advisers›Massachusetts›HERITAGE FINANCIAL NETWORK, INC.

HERITAGE FINANCIAL NETWORK, INC.

Advisory

N·CONCORD, MA

Data as of Jun 14, 2012 · Source: SEC Form ADV

Total AUM
$55M
1-Year AUM Growth
0.0%
3-Year CAGR
+13.9%
Employees
0
Assets Under Management
Total AUM$55M
Discretionary AUM$38M
Non-Discretionary AUM$17M
Discretionary %69.1%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingAug 13, 2009
Latest FilingJun 14, 2012
🔒 Full AUM trend chart and 7 historical filings spanning 3+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on HERITAGE FINANCIAL NETWORK, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →