HERITAGE CAPITAL ADVISORS, LLC
CRD #115308 SEC #801-60796 ST PAUL, MN 612-272-2913
SEC Registered
Total AUM
$66.7M
Discretionary
$66.7M
Employees
4
Clients
--
Accounts
87
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $66.7M | $66.7M | $0 | 4 | 0 |
| Mar 2023 | $66.7M | $66.7M | $0 | 4 | 0 |
| Mar 2023 | $66.7M | $66.7M | $0 | 4 | 0 |
| May 2022 | $71.8M | $71.8M | $0 | 2 | 0 |
| Mar 2022 | $71.8M | $71.8M | $0 | 2 | 0 |
| Mar 2021 | $52.1M | $52.1M | $0 | 4 | 0 |
| Jun 2020 | $187.6M | $187.6M | $0 | 7 | 0 |
| Mar 2020 | $187.6M | $187.6M | $0 | 7 | 0 |
| May 2019 | $139.3M | $139.3M | $0 | 7 | 0 |
| Feb 2019 | $139.3M | $139.3M | $0 | 7 | 0 |
| Jun 2018 | $149.9M | $149.9M | $0 | 7 | 0 |
| Mar 2018 | $160M | $160M | $0 | 7 | 0 |
| Mar 2017 | $148.8M | $148.8M | $0 | 0 | 100 |
| Mar 2016 | $123.4M | $123.4M | $0 | 0 | 100 |
| Mar 2015 | $138.6M | $138.6M | $0 | 0 | 100 |
| Mar 2014 | $136M | $136M | $0 | 0 | 100 |
| Apr 2013 | $119.1M | $119.1M | $0 | 0 | 100 |
| Mar 2012 | $118.1M | $118.1M | $0 | 1 | 26 |
| Mar 2011 | $122.3M | $122.3M | $0 | 5 | -- |
| Mar 2009 | $96.7M | $96.7M | $0 | 10 | -- |
| Mar 2008 | $129.8M | $129.8M | $0 | 10 | -- |
| Mar 2007 | $116.6M | $116.6M | $0 | 10 | -- |
| Mar 2006 | $108.7M | $108.7M | $0 | 10 | -- |
| Mar 2004 | $108.6M | $108.6M | $0 | 5 | -- |
| Apr 2002 | $75.8M | $75.8M | $0 | 5 | -- |
DateApr 2023
Total AUM$66.7M
Discretionary$66.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$66.7M
Discretionary$66.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$66.7M
Discretionary$66.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$71.8M
Discretionary$71.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$71.8M
Discretionary$71.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$149.9M
Discretionary$149.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees0
Clients100
DateMar 2016
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees0
Clients100
DateMar 2015
Total AUM$138.6M
Discretionary$138.6M
Non-Disc.$0
Employees0
Clients100
DateMar 2014
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees0
Clients100
DateApr 2013
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees0
Clients100
DateMar 2012
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$96.7M
Discretionary$96.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees5
Clients--