HERITAGE EQUITY MANAGEMENT LLC
HERITAGE EQUITY MANAGEMENT LLC of FORT PIERCE, FL is an SEC-registered investment adviser (CRD 291647). Regulatory assets under management: $126.1M.
Registration
- CRD: 291647
- SEC file number: 801-114181
- Type: Registered investment adviser
- Location: 4005 A1A HWY #3, FORT PIERCE, FL, 34949
- Phone: 954-304-4708
- Latest filing: 2019-02-26
- Regulatory AUM: $126.1M
- Discretionary AUM: $126.1M
- Clients: 2
- Accounts: 1
Officers, owners & control persons (2)
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