HERITAGE CAPITAL MANAGEMENT LLC
CRD #111848 SEC #801-56148 RICHMOND, VA 804-272-1777
SEC Registered
Total AUM
$44.9M
Discretionary
$44.9M
Employees
5
Clients
10
Accounts
52
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2008 | $62.6M | $62.6M | $0 | 5 | -- |
| Mar 2007 | $55.9M | $55.9M | $0 | 5 | -- |
| Feb 2006 | $42.5M | $42.5M | $0 | 5 | -- |
| Oct 2005 | $44.9M | $44.9M | $0 | 5 | -- |
| Mar 2004 | $42.2M | $42.2M | $0 | 5 | -- |
DateJan 2008
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$42.5M
Discretionary$42.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees5
Clients--