HERITAGE FINANCIAL, LLC of GAINESVILLE, VA is an SEC-registered investment adviser (CRD 285149). Regulatory assets under management: $408.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| David Kalani Morton | PRINCIPAL, CEO, MEMBER | — |
| Elizabeth Lannon Clark | PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, MEMBER | — |
| COOKE MARK GRISHAM | PRINCIPAL; PRINCIPAL/CCO | — |
| MORTON DAVID KALANI | PRINCIPAL; PRINCIPAL, CEO; PRINCIPAL, CEO, MEMBER | — |
| CLARK ELIZABETH LANNON | PRINCIPAL; PRINCIPAL & CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF COMPLIANCE OFFICER, & CHIEF OPERATIONS OFFICER (+1 more) | — |
| MOON JAMES ROBERT | MEMBER; PRINCIPAL | — |