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).
Total Assets Under Management69MILLION
Total Number of Accounts477ACCOUNTS
Average Account Value$145,307
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CT, MA, NY, RI, TX
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.
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.