HERITAGE FINANCIAL NETWORK, INC.

HERITAGE FINANCIAL NETWORK, INC. of CONCORD, MA is an SEC-registered investment adviser (CRD 128532). Regulatory assets under management: $85.0M.

Registration

• CRD: 128532
• SEC file number: 801-70522
• Type: Registered investment adviser
• Location: 97 LOWELL ROAD, CONCORD, MA, 01742
• Phone: 978-371-2954
• Latest filing: 2026-02-04
• Regulatory AUM: $85.0M
• Discretionary AUM: $85.0M
• Clients: 1
• Accounts: 37

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128532 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search