HERITAGE FINANCIAL MANAGEMENT, LLC of CHARLOTTESVILLE, VA is an SEC-registered investment adviser (CRD 110736). Regulatory assets under management: $479.7M.
| Name | Role | Location |
|---|---|---|
| COLBERG CRAIG FARNHAM | MANAGING DIRECTOR; SHAREHOLDER | — |
| BREWSTER BENJAMIN | MANAGING DIRECTOR; PRESIDENT | — |
| BELL RUSSELL JOHN | MANAGING DIRECTOR; PRESIDENT | — |
| HAMAR GEORGE DAVID PHELPS | CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| YORK JANET BREWSTER | SHAREHOLDER | — |
| ARMSTRONG WHITNEY BREWSTER | SHAREHOLDER | — |