# HERITAGE CAPITAL MANAGEMENT INC

HERITAGE CAPITAL MANAGEMENT INC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 107845
- Type: SEC-registered investment adviser
- SEC file number: 801-17043
- Location: WAINWRIGHT BANK BUILDING, 63 FRANKLIN STREET, 5TH FLOOR, BOSTON, MA, 02110
- Phone: 617-423-0379
- Latest filing: 2010-05-20
- Regulatory AUM: $186.8M
- Discretionary AUM: $185.7M
- Non-discretionary AUM: $1.1M
- Clients: 6
- Accounts: 117

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| PLUKAS JOHN MICHAEL | DIRECTOR | — |
| MILLER JAN | DIRECTOR | — |
| ROOKS GEORGE | FOUNDER AND CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| BARRETT JAMES J | DIRECTOR | — |
| GLASSMAN ROBERT ALAN | DIRECTOR | — |
| BREED MARYBETH REGAN | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| CLOUTIER RICHARD KENNETH | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| SHEA MARY KATHERINE | ASSISTANT TREASURER AND CLERK | — |
| CALCAGNO MARY-ANN | CHIEF COMPLIANCE OFFICER | — |
| ANTHONY JEFFREY EARL | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| WOOLSTON TIMOTHY EDWARD | CHIEF INVESTMENT OFFICER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107845/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107845/similar
- Related entities: https://search.stillhousedata.com/firm/107845/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107845

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.