Heritage Capital Advisors, LLC
Heritage Capital Advisors, LLC is an SEC-registered ria with $66.7M assets under management (AUM, regulatory AUM), -7% over one year. See who owns Heritage Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115308, data through 2023-04-13.
- AUM (assets under management / regulatory AUM)
- $66.7M (2023-04-13)
- Firm type
- Ria
- Employees
- 4
- Clients
- 38
- CRD
- 115308
- Ownership
- MOLLER, SCOTT, FRED; BARRETT, MICHAEL, JAMES; BARRETT, MARK, SCOTT
How much AUM does Heritage Capital Advisors, LLC have?
Heritage Capital Advisors, LLC reported $66.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-04-13).
Who owns Heritage Capital Advisors, LLC?
Disclosed owners and executives of Heritage Capital Advisors, LLC include MOLLER, SCOTT, FRED, BARRETT, MICHAEL, JAMES, BARRETT, MARK, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.