HERITAGE CAPITAL ADVISORS, LLC of ST PAUL, MN is an SEC-registered investment adviser (CRD 115308). Regulatory assets under management: $88.5M.
Compensation: % of AUM, Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| MOLLER SCOTT FRED | CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL AND MANAGING MEMBER | — |
| BARRETT MICHAEL JAMES | PRINCIPAL | — |
| BARRETT MARK SCOTT | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |