Investment adviser · CRD 110383

HERITAGE CAPITAL MANAGEMENT INC

Investment adviser filing (IA)

SCHAUMBURG, IL, United States · Form ADV filed May 21, 2012

Regulatory AUM
$30.4M
Form ADV · Item 5.F
Client accounts
457
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 21, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

10 N. MARTINGALE ROAD, SUITE 400
SCHAUMBURG, IL, 60173, United States

CRD 110383

Filing source

Form ADV 648185 · May 21, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.