HERITAGE FINANCIAL ADVISORS, LLC of WATERVILLE, OH is an SEC-registered investment adviser (CRD 154955). Regulatory assets under management: $188.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Sasha Marie Wright | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WRIGHT ANGELA MARIE | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WRIGHT SASHA M | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| SARGEANT CHARLOTTE B | MANAGING MEMBER | — |
| SARGEANT CHARLOTTE BOWMAN | MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BOWLING GREEN | OH | 1 | 419-887-5887 |
| BOWLING GREEN | OH | 1 | 419-887-5887 |