RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Illinois
Fiscal Year End
MARCH
Registration Date
--
Latest Filing
May 4, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MARIANI-ISSEL, ANN, MARIEIVICE PRESIDENTNA
MARIANI-ISSEL, ANN, MARIEICHIEF COMPLIANCE OFFICERNA
MARIANI-ISSEL, ANN, MARIEICCONA
MARIANI-ISSEL, ANN, MARIEIVICE PRESIDENTNA
MARIANI-ISSEL, ANN, MARIEICHIEF COMPLIANCE OFFICERNA
MARIANI-ISSEL, ANN, MARIEICHIEF COMPLIANCE OFFICERNA
MARIANI-ISSEL, ANN, MARIEIVICE PRESIDENTNA
MARIANI-ISSEL, ANN, MARIEIVICE PRESIDENTNA
MARIANI-ISSEL, ANN, MARIEICHIEF COMPLIANCE OFFICERNA
MARIANI-ISSEL, ANN, MARIEIVICE PRESIDENTNA
MARIANI-ISSEL, ANN, MARIEICHIEF COMPLIANCE OFFICERNA
MARIANI-ISSEL, ANN, MARIEIVICE PRESIDENTNA
MARIANI-ISSEL, ANN, MARIEICHIEF COMPLIANCE OFFICERNA
MARIANI-ISSEL, ANN, MARIEIVICE PRESIDENTNA
MARIANI-ISSEL, ANN, MARIEIVICE PRESIDENTNA
MARIANI-ISSEL, ANN, MARIEIVICE PRESIDENTNA
MARIANI-ISSEL, ANN, MARIEICHIEF COMPLIANCE OFFICERNA
MARIANI-ISSEL, ANN, MARIEIVICE PRESIDENTNA
MARIANI-ISSEL, ANN, MARIEICHIEF COMPLIANCE OFFICERNA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
SADZEWICZ, GERY, JOSEPHICCONA
MOENNING, DAVID, DONALDIPRESIDENT/CHIEF EXECUTIVE OFFICERE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENT/CHIEF EXECUTIVE OFFICERE Control
MOENNING, DAVID, DONALDIPRESIDENT/CHIEF EXECUTIVE OFFICERE Control
MOENNING, DAVID, DONALDIPRESIDENT/CHIEF EXECUTIVE OFFICERE Control
MOENNING, DAVID, DONALDIPRESIDENT/CHIEF EXECUTIVE OFFICERE Control
MOENNING, DAVID, DONALDIPRESIDENT/CCOE Control
MOENNING, DAVID, DONALDIPRESIDENT/CHIEF EXECUTIVE OFFICERE Control
MOENNING, DAVID, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MOENNING, DAVID, DONALDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MOENNING, DAVID, DONALDIPRESIDENT/CHIEF EXECUTIVE OFFICERE Control
MOENNING, DAVID, DONALDIPRESIDENT/CHIEF EXECUTIVE OFFICERE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control
MOENNING, DAVID, DONALDIPRESIDENTE Control

Registrations

Federal

IA
May 4, 2012 REGISTERED

Notice Filings (22)

AR AZ CA CO CT FL GA IA IL IN KS MA MN MO NC NV OH OR SC TX VA WI

Address

10 N. MARTINGALE ROAD
SUITE 400
SCHAUMBURG, IL 60173
United States
Phone: 630-250-4700