Heritage Capital, LLC

Heritage Capital, LLC (CRD# 127650) is a financial advisory firm headquartered in Woodbridge, CT. They manage $69,311,493 in 477 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    477
    ACCOUNTS
  • Average Account Value
    $145,307
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

CT, MA, NY, RI, TX

Financial Advisors at Heritage Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul B. Schatz
CRD#: 2241878
1 Bradley Road, Suite 202, Woodbridge, CT 06525
93
Wealthminder
score

Paul Schatz (CRD# 2241878) is an Investment Advisor Representative working at Heritage Capital, LLC in Woodbridge, CT and has over 22 years of experience in the finance industry.

2
Christopher T. Angle
CRD#: 3149166
Redding, CT
81
Wealthminder
score

Christopher Angle (CRD# 3149166) is an Investment Advisor Representative working at Heritage Capital, LLC in Redding, CT and has over 18 years of experience in the finance industry.

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