# Heritage Financial Network

Heritage Financial Network is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** heritagefinancial.net

## Regulatory record

- **CRD number:** 128532
- **SEC file number:** 801-70522
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128532

## About

Heritage Financial Network, Inc. is an SEC-registered investment adviser in Concord, MA. The firm manages approximately $85 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does Heritage Financial Network make direct investments or fund commitments?

There is no public record of direct company investments, co-investments, fund commitments, or proprietary pooled vehicles. The firm's regulatory profile and absence from capital-markets reporting suggest its activities are limited to distributing third-party financial products to individual and small-business clients.

### Who are the principals or investment decision-makers at Heritage Financial Network?

No named principals, founders, or investment committee members are publicly disclosed in any reviewed source. The firm's corporate structure and thin public record obscure the individuals responsible for strategic and investment decisions.

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Last updated: 2026-06-03T20:00:00.000Z

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