HERITAGE CAPITAL MANAGEMENT INC
CRD #107845 SEC #801-17043 BOSTON, MA 617-423-0379
SEC Registered
Total AUM
$186.8M
Discretionary
$185.7M
Employees
10
Clients
25
Accounts
117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2010 | $186.8M | $185.7M | $1.1M | 10 | -- |
| Apr 2010 | $186.8M | $185.7M | $1.1M | 10 | -- |
| Mar 2008 | $211M | $207.6M | $3.4M | 5 | -- |
| Mar 2007 | $242M | $236.7M | $5.3M | 5 | -- |
| Mar 2006 | $213.1M | $209M | $4.1M | 5 | -- |
| Mar 2004 | $189M | $189M | $0 | 5 | -- |
| Apr 2002 | $220.9M | $216.3M | $4.6M | 10 | -- |
| Jun 2001 | $242.9M | $237.7M | $5.2M | 10 | -- |
DateMay 2010
Total AUM$186.8M
Discretionary$185.7M
Non-Disc.$1.1M
Employees10
Clients--
DateApr 2010
Total AUM$186.8M
Discretionary$185.7M
Non-Disc.$1.1M
Employees10
Clients--
DateMar 2008
Total AUM$211M
Discretionary$207.6M
Non-Disc.$3.4M
Employees5
Clients--
DateMar 2007
Total AUM$242M
Discretionary$236.7M
Non-Disc.$5.3M
Employees5
Clients--
DateMar 2006
Total AUM$213.1M
Discretionary$209M
Non-Disc.$4.1M
Employees5
Clients--
DateMar 2004
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$220.9M
Discretionary$216.3M
Non-Disc.$4.6M
Employees10
Clients--
DateJun 2001
Total AUM$242.9M
Discretionary$237.7M
Non-Disc.$5.2M
Employees10
Clients--