Heritage Financial Systems, LLC
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 133019
- Registered since
- March 16, 2005
Firm profile
FINTRXOverview
Heritage Financial Systems, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2005. FINTRX classifies the firm as Unclassified and lists it as individually owned. The dataset indicates the adviser is not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, and does not serve as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Brian Lureen
President and Chief Executive OfficerCRD 1613204
Contacts
2 of 2Wayne Ellison
Director of OperationsCRD 1454652
Jerry Fenimore
Registered RepresentativeCRD 1938594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Malvern, PA
Chester
Location
Malvern, PA
Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 5 Great Valley Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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