HERITAGE FINANCIAL NETWORK, INC.
CRD #128532 SEC #801-70522 CONCORD, MA 978-371-2954
SEC Registered
Total AUM
$55M
Discretionary
$38M
Employees
1
Clients
1
Accounts
177
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $55M | $38M | $17M | 1 | 26 |
| Apr 2012 | $55M | $38M | $17M | 1 | 26 |
| Mar 2012 | $55M | $38M | $17M | 1 | 26 |
| Nov 2011 | $55M | $38M | $17M | 1 | 26 |
| Mar 2011 | $55M | $38M | $17M | 5 | -- |
| Feb 2011 | $55M | $38M | $17M | 5 | -- |
DateJun 2012
Total AUM$55M
Discretionary$38M
Non-Disc.$17M
Employees1
Clients26
DateApr 2012
Total AUM$55M
Discretionary$38M
Non-Disc.$17M
Employees1
Clients26
DateMar 2012
Total AUM$55M
Discretionary$38M
Non-Disc.$17M
Employees1
Clients26
DateNov 2011
Total AUM$55M
Discretionary$38M
Non-Disc.$17M
Employees1
Clients26
DateMar 2011
Total AUM$55M
Discretionary$38M
Non-Disc.$17M
Employees5
Clients--
DateFeb 2011
Total AUM$55M
Discretionary$38M
Non-Disc.$17M
Employees5
Clients--