Heritage Capital, LLC
Heritage Capital, LLC (CRD# 127650) is a financial advisory firm headquartered in Woodbridge, CT. They manage $102,537,098 in 644 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management103MILLION
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Total Number of Accounts644ACCOUNTS
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Average Account Value$159,219
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CT, FL, MA, NY, RI, TX
Christopher Angle (CRD# 3149166) is an Investment Advisor Representative working at Heritage Capital, LLC in Redding, CT and has over 25 years of experience in the finance industry.
Ronald Milone (CRD# 4200818) is an Investment Advisor Representative working at Heritage Capital, LLC in New Haven, CT and has over 23 years of experience in the finance industry.
Paul Schatz (CRD# 2241878) is an Investment Advisor Representative working at Heritage Capital, LLC in Woodbridge, CT and has over 30 years of experience in the finance industry.