HERITAGE EQUITY MANAGEMENT LLC
CRD #291647 SEC #801-114181 FORT PIERCE, FL 954-304-4708
SEC Registered
Total AUM
$126.1M
Discretionary
$126.1M
Employees
2
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LARDINO, FRANK, ARTHUR | I | CCO | NA | |
| LARDINO, FRANK, ARTHUR | I | CCO | NA | |
| MANCUSO, GREGORY, JON | I | CEO | E | Control |
| MANCUSO, GREGORY, JON | I | CEO | E | Control |
Registrations
Federal
IA
Feb 26, 2019 REGISTERED
Notice Filings (2)
CA FL
Address
4005 A1A HWY #3FORT PIERCE, FL 34949
United States
Phone: 954-304-4708