# HERITAGE CAPITAL MANAGEMENT INC

HERITAGE CAPITAL MANAGEMENT INC of SCHAUMBURG, IL is an SEC-registered investment adviser.

## Registration

- CRD: 110383
- Type: SEC-registered investment adviser
- SEC file number: 801-42319
- Location: 10 N. MARTINGALE ROAD, SUITE 400, SCHAUMBURG, IL, 60173
- Phone: 630-250-4700
- Latest filing: 2012-05-21
- Regulatory AUM: $30.4M
- Discretionary AUM: $30.4M
- Clients: 1
- Accounts: 457

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| SADZEWICZ GERY JOSEPH | CCO | — |
| MOENNING DAVID DONALD | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MARIANI-ISSEL ANN MARIE | CCO; CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110383/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110383/similar
- Related entities: https://search.stillhousedata.com/firm/110383/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110383

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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.