HERITAGE CAPITAL PARTNERS,INC.
CRD #120748 SEC #801-69888 CHARLOTTE, NC 704-622-0952
SEC Registered
Total AUM
$29.1M
Discretionary
$29.1M
Employees
5
Clients
--
Accounts
54
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $29.1M | $29.1M | $0 | 5 | -- |
| Jan 2011 | $40.3M | $40.3M | $0 | 5 | -- |
| Mar 2010 | $40.3M | $40.3M | $0 | 5 | -- |
DateMar 2011
Total AUM$29.1M
Discretionary$29.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients--