HERITAGE FINANCIAL MANAGEMENT, LLC
CRD #110736 SEC #801-55557 CHARLOTTESVILLE, VA 804-977-4420
SEC Registered
Total AUM
$405.3M
Discretionary
$113.5M
Employees
5
Clients
51
Accounts
118
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2004 | $436.5M | $147.5M | $289M | 5 | -- |
| Mar 2002 | $405.3M | $113.5M | $291.8M | 5 | -- |
DateMar 2004
Total AUM$436.5M
Discretionary$147.5M
Non-Disc.$289M
Employees5
Clients--
DateMar 2002
Total AUM$405.3M
Discretionary$113.5M
Non-Disc.$291.8M
Employees5
Clients--