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Building 2HERITAGE CAPITAL, LLC

Map pinWOODBRIDGE, CT
Phone203-389-3553
NotebookSEC #801-70050
Total AUM
$51.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 BRADLEY ROAD SUITE 202
WOODBRIDGE
CT 06525
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
203-389-3553

ReceiptFinancials

Total AUM
$51.6M
Accounts
268
Discretionary
$50.6M
Accounts
265
Non-Discretionary
$970.3K
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEE

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CTMANY

HandshakeAffiliates

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

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