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Building 2HERITAGE CAPITAL ADVISORS, LLC

Map pinST PAUL, MN
Phone612-272-2913
NotebookSEC #801-60796
Total AUM
$66.7M
Employees
4
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3900 NORTHWOODS DRIVE
SUITE 315
ST PAUL
MN 55112
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
612-272-2913

ReceiptFinancials

Total AUM
$66.7M
Accounts
87
Discretionary
$66.7M
Accounts
87
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$3.9M
HNW Individual Clients
26
AUM
$62.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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