HERITAGE FINANCIAL COUNSELORS, LLC
CRD #288232 SEC #801-110841 BEDMINSTER, NJ 862-579-2899
SEC Registered
Total AUM
$201.2M
Discretionary
$0
Employees
4
Clients
51
Accounts
394
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $201.2M | $0 | $201.2M | 4 | 1 |
| Mar 2025 | $201.2M | $0 | $201.2M | 4 | 1 |
| Mar 2025 | $201.2M | $0 | $201.2M | 4 | 1 |
| Apr 2024 | $179.2M | $0 | $179.2M | 4 | 2 |
| Mar 2024 | $179.2M | $0 | $179.2M | 4 | 2 |
| Jan 2023 | $151.7M | $0 | $151.7M | 4 | 1 |
| Jan 2022 | $168.5M | $0 | $168.5M | 4 | 0 |
| Mar 2021 | $140.8M | $0 | $140.8M | 4 | 0 |
| Jun 2020 | $127.9M | $0 | $127.9M | 4 | 0 |
| Jun 2020 | $127.9M | $0 | $127.9M | 4 | 0 |
| Feb 2020 | $127.9M | $0 | $127.9M | 4 | 0 |
| Jan 2019 | $106.4M | $0 | $106.4M | 4 | 0 |
| Jan 2018 | $105.2M | $0 | $105.2M | 4 | 0 |
| Oct 2017 | $100.3M | $0 | $100.3M | 2 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
| Jun 2017 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$201.2M
Discretionary$0
Non-Disc.$201.2M
Employees4
Clients1
DateMar 2025
Total AUM$201.2M
Discretionary$0
Non-Disc.$201.2M
Employees4
Clients1
DateMar 2025
Total AUM$201.2M
Discretionary$0
Non-Disc.$201.2M
Employees4
Clients1
DateApr 2024
Total AUM$179.2M
Discretionary$0
Non-Disc.$179.2M
Employees4
Clients2
DateMar 2024
Total AUM$179.2M
Discretionary$0
Non-Disc.$179.2M
Employees4
Clients2
DateJan 2023
Total AUM$151.7M
Discretionary$0
Non-Disc.$151.7M
Employees4
Clients1
DateJan 2022
Total AUM$168.5M
Discretionary$0
Non-Disc.$168.5M
Employees4
Clients0
DateMar 2021
Total AUM$140.8M
Discretionary$0
Non-Disc.$140.8M
Employees4
Clients0
DateJun 2020
Total AUM$127.9M
Discretionary$0
Non-Disc.$127.9M
Employees4
Clients0
DateJun 2020
Total AUM$127.9M
Discretionary$0
Non-Disc.$127.9M
Employees4
Clients0
DateFeb 2020
Total AUM$127.9M
Discretionary$0
Non-Disc.$127.9M
Employees4
Clients0
DateJan 2019
Total AUM$106.4M
Discretionary$0
Non-Disc.$106.4M
Employees4
Clients0
DateJan 2018
Total AUM$105.2M
Discretionary$0
Non-Disc.$105.2M
Employees4
Clients0
DateOct 2017
Total AUM$100.3M
Discretionary$0
Non-Disc.$100.3M
Employees2
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0