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Heritage Financial Network, Inc.

Heritage Financial Network, Inc.. CRD 128532

Heritage Financial Network, Inc. logo

CRD: 128532

Heritage Financial Network, Inc.

Concord, MA, 01742
9783712954
www.heritagefinancialnetworks.com
$85.0M Total AUM
$85.0M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Unison catalyst
Established Date
04-14-1994
Office Locations
1

Office Locations

97 Lowell Road Concord MA

About Heritage Financial Network, Inc.

Heritage Financial Network, Inc. is a Concord, MA advisory firm providing integrated financial planning that combines investment management with retirement, tax planning/preparation, and estate planning. The team supports retirees, families, and business owners navigating retirement income, education funding, and legacy goals, and coordinates the administrative execution across investments, taxes, wills, and trusts to simplify clients’ financial lives.

Team overview

66 AVG AGE
$85.0M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
32.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age

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Asset Classes

Catalyst Ridge vector Oak timber

Custodian

Delta Oak

Investment Themes

Legacy Value prime Radial vital

Investment Vehicles

Momentum frontier

Services

Foundation vector Oak Legacy meridian Insight Bridge vertex Element eagle Wave vector Focus Vertex

Technology

Horizon

Owner & Executives

C

CHARLES ROBERT LAWSON

Chief Compliance Officer, Owner, President

CRD
#4722080
Ownership
75% or more
(927) 510-6881
north.north@crestcapital.com
in linkedin.com/in/wave-summit
J

JAMES DONALD LAWSON

CONSULTANT, Owner

CRD
#4722084
Ownership
Less than 5%
(875) 872-7142
prime.matrix@glaciercapital.com
in linkedin.com/in/legacy-alpha

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-29-2011
04-27-2012
Category Assets AVG. Account size
Discretionary $85,000,000 $269,504
Non-Discretionary $0 $472,222
Total $85,000,000 $310,734

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Separately Managed Accounts

Total SMA Asset: $85,000,000

$85.0M Total SMA
Equity - OTC:
23.6%
Equity - Exchange:
10.1%
Cash:
9.5%
Corporate - Investment Grade:
8.6%
Municipal Bonds:
11.7%
U.S. Government/Agency:
24.3%
Corporate - Non-Investment Grade:
12.2%
Asset class Assets Assets %
Equity - OTC $861,490,523 23.6%
Equity - Exchange $368,688,741 10.1%
Cash $346,786,440 9.5%
Corporate - Investment Grade $313,932,987 8.6%
Municipal Bonds $427,094,878 11.7%
U.S. Government/Agency $887,043,208 24.3%
Corporate - Non-Investment Grade $445,346,797 12.2%
Total $3,650,383,574 100.0%

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