Heritage Capital Management, Inc.

Heritage Capital Management, Inc. (CRD# 117498) is a financial advisory firm headquartered in Monroe, LA. They manage $50,128,353 in 277 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1609 Stubbs Ave, Monroe, LA 71201
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $180,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Heritage Capital Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals