Heritage Wealth Management Group - Ownership and Business Overview

Financial ServicesCompany

Heritage Wealth Management Group Ownership

Who owns Heritage Wealth Management Group?

Heritage Wealth Management Group is owned by HUB International. It was acquired on June 20, 2022.

Heritage Wealth Management Group Business Overview

Where is Heritage Wealth Management Group headquartered?

Heritage Wealth Management Group is headquartered in Moon Township, Pennsylvania.

What sector is Heritage Wealth Management Group in?

Heritage Wealth Management Group is a financial services company.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 231 acquisitions of financial services companies in 2022, including 24 acquisitions by private equity firms, and 207 by strategics.

Heritage Wealth Management Group

Heritage Wealth Management Group LLC

500 Commerce Dr.,
Moon Township, Pennsylvania 15108
United States,
(412) 893-2540
www.hwmgroup.com

Heritage Wealth Management Group is an independent financial services firm helping clients in Western Pennsylvania establish and maintain their long-term financial goals. Heritage Wealth Management Group is based in Moon Township, Pennsylvania.


Company Summary

SECTOR

Financial Services

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Related Lists for Heritage Wealth Management Group

Pennsylvania Companies , Financial Services Companies , United States Companies , Pennsylvania Financial Services Companies , Pennsylvania Financial Services with Acquisitions , Pennsylvania Financial Services with Divestitures

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