Heritage Capital Group, Inc.
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 44053
- Registered since
- December 10, 1998
- Website
- heritagecapitalgroup.com
Firm profile
FINTRXOverview
Heritage Capital Group, Inc. is organized as a corporation and has been registered with the SEC since 1998. The firm is privately owned by an individual and is classified in the FINTRX snapshot as an investment bank rather than a traditional registered investment adviser or capital allocator. Public disclosures in the snapshot are limited. The firm is not identified as a capital allocator, is not active on ESG investing, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The profile contains no detailed description of the firm’s advisory or business lines in the provided data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
William Sorenson
CEOCRD 6436196
Contacts
3 of 27
Charles Wiggins
ChairmanCRD 2953990
Howard Serkin
ChairmanCRD 2956726
Mary Merrill
Capital MarketsCRD 4137785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 5210 Belfort Rd
- Time zone
- ET (UTC-5)
- Office locations
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