RIA Intel›Advisers›North Carolina›HERITAGE CAPITAL PARTNERS,INC.

HERITAGE CAPITAL PARTNERS,INC.

Advisory

CHARLOTTE, NC

Data as of Mar 17, 2011 · Source: SEC Form ADV

Total AUM
$29M
1-Year AUM Growth
-27.9%
3-Year CAGR
-2.3%
Employees
0
Assets Under Management
Total AUM$29M
Discretionary AUM$29M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record4
First FilingJan 14, 2009
Latest FilingMar 17, 2011
🔒 Full AUM trend chart and 4 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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