Overview
Assets Under Management: $67 million
Headquarters: ST PAUL, MN
High-Net-Worth Clients: 26
Average Client Assets: $2.4 million
Frequently Asked Questions
HERITAGE CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115308), HERITAGE CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
HERITAGE CAPITAL ADVISORS, LLC is headquartered in ST PAUL, MN.
HERITAGE CAPITAL ADVISORS, LLC serves 26 high-net-worth clients according to their SEC filing dated April 13, 2023. View client details ↓
According to their SEC Form ADV, HERITAGE CAPITAL ADVISORS, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
HERITAGE CAPITAL ADVISORS, LLC manages $67 million in client assets according to their SEC filing dated April 13, 2023.
According to their SEC Form ADV, HERITAGE CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.10%
Average Client Assets: $2.4 million
Total Client Accounts: 87
Discretionary Accounts: 87
Regulatory Filings
CRD Number: 115308
Filing ID: 1752054
Last Filing Date: 2023-04-13 12:28:00