Key facts
- Heritage Wealth Counselors is a family office based in Boonton, New Jersey.
About Heritage Wealth Counselors
Heritage Wealth Counselors is a multi-family office based in Boonton, New Jersey. Established in 1998, the firm provides custodial, reporting, investment management, and other financial services to families. It also provides lifestyle management services including property management, business management, office services, travel planning, staffing, and personal security. The assets of the firm are managed and governed by an executive management team.
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Portfolio
Portfolio — not yet on record
No portfolio companies for Heritage Wealth Counselors are on record yet. Positions surface from round participations, filings, and coverage.
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