Heritage Capital Advisors LLC
Legal Name: HERITAGE CAPITAL ADVISORS, LLC
Full Contact Details
Heritage Capital Advisors LLC
3900 NORTHWOODS DRIVE, SUITE 350, ST PAUL, MN
612-372-0090
612-372-0091
Other Info
Heritage Capital Advisors LLC, formerly known as HERITAGE CAPITAL ADVISORS, LLC, is a limited liability company based in Minnesota, USA. With 7 employees, including 2 financial advisors, it is a company that remains dedicated to providing stellar financial solutions that ensure its clients' growth. Although the number of clients remains unknown, the company has been approved by the U.S. Securities and Exchange Commission since Dec 21, 2001, and continues to be a significant player in the financial advisory industry.
Direct Owners
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MARK SCOTT BARRETT
CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHAEL JAMES BARRETT
PRINCIPAL owns more than 50% but less than 75%
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SCOTT FRED MOLLER
PRINCIPAL owns more than 50% but less than 75%