Heritage Financial Advisors LLC
Legal Name: HERITAGE FINANCIAL ADVISORS, LLC
Full Contact Details
Heritage Financial Advisors LLC
103 NORTH RIVER ROAD, SUITE A, WATERVILLE, OH
419-887-5887
419-887-5897
Other Info
Heritage Financial Advisors LLC, also legally known as HERITAGE FINANCIAL ADVISORS, LLC, is a limited liability company based in OH. With two employees in advisory roles, it currently serves two clients. According to its last reported SEC status, it is approved with a registration date of Mar 8, 2017.
Heritage Financial Advisors
Skip to content Menu About Us Our Services Resources Resource Links Reading List Partners Calculators FAQ Contact Us Client Login Welcome To Heritage Financial Advisors Your financial advisor must have your confidence and trust Your financial advisor must have your confidence and trust. What sets He…
Direct Owners
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HERITAGE II, LLC
MEMBER owns more than 25% but less than 50%
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S.M. WRIGHT, LLC
MEMBER owns more than 50% but less than 75%
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SASHA MARIE WRIGHT
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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CHARLOTTE BOWMAN SARGEANT
MANAGING MEMBER owns 75% or more
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SASHA MARIE WRIGHT
MANAGING MEMBER owns 75% or more
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SASHA MARIE WRIGHT
MANAGING MEMBER owns 75% or more
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