Heritage Financial Counselors, LLC

CRD 288232 · Bedminster, NJ · $235.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 288232
SEC number: 801-110841
Firm type: RIA
Assets under management: $235.9M as of Mar 31, 2026
Website: www.linkedin.com/IN/CHARLIEWEIDMAN ↗
Phone: 862-579-2899
Address: 442 Main Street (Route 202), Bedminster, NJ, 07921

Advisors at this firm

5 in our index · page 1 of 1

Joseph Edward BarriosCRD 8240125 · Bedminster, NJ

IA Registered
Colleen Friday EchausseCRD 1812855 · Bedminster, NJ

IA Registered
Nancy Westervelt MulveyCRD 1213609 · Bedminster, NJ

IA RegisteredRegistration inactive
Jessica Lynda PerkinsCRD 7692724 · Bedminster, NJ

IA Registered
Charles Patrick WeidmanCRD 3252726 · Bedminster, NJ

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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