|
⚲
|
| Heritage Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 310306 |
| SEC # | 801-119452 |
| CIK # | |
| AUM | $66.7 MM (2023-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 303-670-9761 |
| Address | 19263 W 85th Bluff Arvada, CO 80007 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 545.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 545.5 |
| By Discretionary | ||
| Discretionary | 3 | 545.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 545.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 545.5 | |
| Total | 3 | 545.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Watts Capital Partners LLC
✚
|
NY | 0.1 |
|
Stage Wealth Management Inc
✚
|
NY | 0.1 |
|
Fenix Asset Management LLC
✚
|
NY | 0.1 |
|
Ballast Asset Management LP
✚
|
TX | 0.1 |
|
Complete Advisors Plus LLC
✚
|
NY | 0.1 |
|
Tekmen Wells LLC
✚
|
NY | 0.1 |
|
KJ Capital Management LLC
✚
|
NY | 0.1 |
|
Sunbeam Capital Management LLC
✚
|
GA | 0.1 |
|
Institutional Investment Advisors Corp
✚
|
NY | 0.1 |
|
Vanquour LLC
✚
|
NY | 0.1 |