HERITAGE FINANCIAL COUNSELORS, LLC of BEDMINSTER, NJ is an SEC-registered investment adviser (CRD 288232). Regulatory assets under management: $235.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Charles Patrick Weidman | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| WEIDMAN CHARLES PATRICK | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |