Adviser Profile
| As of Date | 05/17/2025 |
| Registration status | Registration Changed to HERITAGE CAPITAL, LLC |
| ADV Location | WOODBRIDGE, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 128,908,923 7% |
| of that, discretionary | 128,908,923 7% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 199,859 4% |
| % High Net Worth | 38.73% 5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds