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HERITAGE CAPITAL ADVISORS, LLC
CRD 115308 · SEC 801-60796
3900 NORTHWOODS DRIVE, SUITE 315, ST PAUL, MN, 55112, United States
Phone
612-272-2913
Fax
651-489-1396
Registration
— (—)
Source
State registered
Total AUM
$88.5M
Discretionary AUM
$88.5M
Team
5 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $8.6M |
| High net worth individuals | 25 | $79.8M |
Official SEC filing: View on IAPD