HERITAGE ADVISORY SERVICES, INC.
CRD #119241 SEC #801-67269 MALVERN, PA 610-889-2066
SEC Registered
Total AUM
$9M
Discretionary
$9M
Employees
1
Clients
51
Accounts
64
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 21, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRUSZKA, MARTIN, ANDREW | I | CORPORATE OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| GRUSZKA, MARTIN, ANDREW | I | CORPORATE OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| GRUSZKA, MARTIN, ANDREW | I | CORPORATE OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| GRUSZKA, MARTIN, ANDREW | I | CORPORATE OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LUREEN, BRIAN, KEITH | I | PRESIDENT, CEO, DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| WALLIS, WILLIAM, DIEHL | I | VICE PRESIDENT, OPERATIONS | NA | Control |
| WALLIS, WILLIAM, DIEHL | I | VICE PRESIDENT, OPERATIONS | NA | Control |
| WALLIS, WILLIAM, DIEHL | I | VICE PRESIDENT, OPERATIONS | NA | Control |
| WALLIS, WILLIAM, DIEHL | I | VICE PRESIDENT, OPERATIONS | NA | Control |
| WALLIS, WILLIAM, DIEHL | I | VICE PRESIDENT, OPERATIONS | NA | Control |
| WALLIS, WILLIAM, DIEHL | I | VICE PRESIDENT, OPERATIONS | NA | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
| HERITAGE FINCORP, INC. | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LUREEN, BRIAN, KEITH | I | HERITAGE FINCORP, INC. | E | Control |
| LUREEN, BRIAN, KEITH | I | HERITAGE FINCORP, INC. | E | Control |
| LUREEN, BRIAN, KEITH | I | HERITAGE FINCORP, INC. | E | Control |
| LUREEN, BRIAN, KEITH | I | HERITAGE FINCORP, INC. | E | Control |
| LUREEN, BRIAN, KEITH | I | HERITAGE FINCORP, INC. | E | Control |
| LUREEN, BRIAN, KEITH | I | HERITAGE FINCORP, INC. | E | Control |
| LUREEN, BRIAN, KEITH | I | HERITAGE FINCORP, INC. | E | Control |
| LUREEN, BRIAN, KEITH | I | HERITAGE FINCORP, INC. | E | Control |
| LUREEN, BRIAN, KEITH | I | HERITAGE FINCORP, INC. | E | Control |
| LUREEN, BRIAN, KEITH | I | HERITAGE FINCORP, INC. | E | Control |
| LUREEN, BRIAN, KEITH | I | HERITAGE FINCORP, INC. | E | Control |
Registrations
Federal
IA
Jun 21, 2012 REGISTERED
Notice Filings (4)
NH NY PA TX
Address
5 GREAT VALLEY PARKWAYSUITE 334
MALVERN, PA 19355
United States
Phone: 610-889-2066