Adviser Profile
| As of Date | 10/05/2023 |
| Registration status | Registration Changed to HERITAGE CAPITAL ADVISORS, LLC |
| ADV Location | ST PAUL, MN, United States |
| Contact Info | 612 xxxxxxx |
| AUM* | 66,745,385 -7% |
| of that, discretionary | 66,745,385 -7% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 767,188 -20% |
| % High Net Worth | 68.42% -12% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
188M
161M
134M
107M
80M
54M
27M
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
No private funds