HERITAGE CAPITAL MANAGEMENT INC
CRD #110383 SEC #801-42319 SCHAUMBURG, IL 630-250-4700
SEC Registered
Total AUM
$30.4M
Discretionary
$30.4M
Employees
1
Clients
--
Accounts
457
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $30.4M | $30.4M | $0 | 1 | 400 |
| May 2012 | $30.4M | $30.4M | $0 | 1 | 400 |
| Apr 2012 | $30.4M | $30.4M | $0 | 1 | 400 |
| Apr 2012 | $30.4M | $30.4M | $0 | 1 | 400 |
| Apr 2012 | $30.4M | $30.4M | $0 | 1 | 400 |
| Mar 2012 | $30.4M | $30.4M | $0 | 1 | 400 |
| Mar 2012 | $30.4M | $30.4M | $0 | 1 | 400 |
| Mar 2012 | $30.4M | $30.4M | $0 | 1 | 400 |
| Feb 2012 | $40M | $40M | $0 | 1 | 400 |
| Dec 2011 | $40M | $40M | $0 | 1 | 500 |
| Dec 2011 | $40M | $40M | $0 | 1 | 500 |
| Jun 2011 | $40M | $40M | $0 | 5 | -- |
| Jun 2010 | $40.7M | $40.7M | $0 | 5 | -- |
| Jan 2010 | $41.1M | $41.1M | $0 | 5 | -- |
| Jun 2009 | $41.1M | $41.1M | $0 | 5 | -- |
| Mar 2009 | $65.8M | $65.8M | $0 | 5 | -- |
| Mar 2007 | $77.2M | $77.2M | $0 | 5 | -- |
| Jan 2007 | $77.2M | $77.2M | $0 | 5 | -- |
| Dec 2006 | $77.2M | $77.2M | $0 | 5 | -- |
| Mar 2006 | $68.8M | $68.8M | $0 | 5 | -- |
| Sep 2005 | $68.8M | $68.8M | $0 | 5 | -- |
| Jun 2005 | $68.8M | $68.8M | $0 | 5 | -- |
| Jan 2005 | $74M | $74M | $0 | 10 | -- |
| Jun 2004 | $74M | $74M | $0 | 10 | -- |
| Dec 2003 | $64.6M | $64.6M | $0 | 10 | -- |
| Oct 2001 | $85.4M | $85.4M | $0 | 10 | -- |
DateMay 2012
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees1
Clients400
DateMay 2012
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees1
Clients400
DateApr 2012
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees1
Clients400
DateApr 2012
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees1
Clients400
DateApr 2012
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees1
Clients400
DateFeb 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients400
DateDec 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients500
DateDec 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients500
DateJun 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$77.2M
Discretionary$77.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$77.2M
Discretionary$77.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$77.2M
Discretionary$77.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees10
Clients--
DateOct 2001
Total AUM$85.4M
Discretionary$85.4M
Non-Disc.$0
Employees10
Clients--