HERITAGE CAPITAL, LLC
CRD #127650 SEC #801-132778 WOODBRIDGE, CT 203-389-3553
SEC Registered
Total AUM
$128.9M
Discretionary
$128.9M
Employees
3
Clients
51
Accounts
645
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $128.9M | $128.9M | $0 | 3 | 0 |
| Apr 2025 | $128.9M | $128.9M | $0 | 3 | 0 |
| Mar 2012 | $51.6M | $50.6M | $970.3K | 1 | 109 |
| Feb 2012 | $51.6M | $50.6M | $970.3K | 1 | 26 |
| Jan 2010 | $23.2M | $18.3M | $4.9M | 5 | -- |
| Mar 2009 | $23.2M | $18.3M | $4.9M | 5 | -- |
| Mar 2009 | $23.2M | $18.3M | $4.9M | 5 | -- |
DateApr 2025
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2012
Total AUM$51.6M
Discretionary$50.6M
Non-Disc.$970.3K
Employees1
Clients109
DateFeb 2012
Total AUM$51.6M
Discretionary$50.6M
Non-Disc.$970.3K
Employees1
Clients26
DateJan 2010
Total AUM$23.2M
Discretionary$18.3M
Non-Disc.$4.9M
Employees5
Clients--
DateMar 2009
Total AUM$23.2M
Discretionary$18.3M
Non-Disc.$4.9M
Employees5
Clients--
DateMar 2009
Total AUM$23.2M
Discretionary$18.3M
Non-Disc.$4.9M
Employees5
Clients--