HERITAGE CAPITAL ADVISORS, LLC

ST PAUL, Minnesota·1 registered advisor·CRD# 115308
SEC# 801-607960612-272-2913
01

Firm Overview

AUM
$67M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at HERITAGE CAPITAL ADVISORS, LLC

1 registered advisor
Scott Fred Moller
ST PAUL, Minnesota
05

Office Locations

ST PAUL, Minnesota
1 advisor

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Data sourced from SEC Form ADV filings. HERITAGE CAPITAL ADVISORS, LLC (CRD# 115308) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.