HERITAGE CAPITAL, LLC

WOODBRIDGE, Connecticut·1 registered advisor·CRD# 127650
SEC# 801-70050203-389-3553
01

Firm Overview

AUM
$52M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Other: FLAT FEE
03

Specialties

Investment ManagementWealth Management
04

Advisors at HERITAGE CAPITAL, LLC

1 registered advisor
Paul Brian Schatz
WOODBRIDGE, Connecticut
05

Office Locations

WOODBRIDGE, Connecticut
1 advisor

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Data sourced from SEC Form ADV filings. HERITAGE CAPITAL, LLC (CRD# 127650) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.