Heritage Capital Advisors, LLC

Heritage Capital Advisors, LLC (CRD# 115308) is a financial advisory firm headquartered in Saint Paul, MN. They manage $148,790,296 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $1,229,672
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Heritage Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Barrett
CRD#: 4486728
3900 Northwoods Drive, Suite 350, Saint Paul, MN 55112
87
Wealthminder
score

Michael Barrett (CRD# 4486728) is an Investment Advisor Representative working at Heritage Capital Advisors, LLC in Saint Paul, MN and has 1 year of experience in the finance industry.

2
Scott F. Moller
CRD#: 4486727
3900 Northwoods Drive, Suite 350, Saint Paul, MN 55112
87
Wealthminder
score

Scott Moller (CRD# 4486727) is an Investment Advisor Representative working at Heritage Capital Advisors, LLC in Saint Paul, MN and has 1 year of experience in the finance industry.

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