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 SEC-registered since 1998. The firm is classified in the source data as an investment bank and is described as individually owned. The profile data does not list advisory activities, client segments, fee arrangements, or a role as a capital allocator. The firm is not marked as an active ESG investor, not identified as a multi-state adviser, and is not described as a pension consultant or related adviser.
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 25
Hannah Solomon
Director of Business DevelopmentCRD 7841852
William Skinner
PrincipalCRD 7143932
Robert Spell
PrincipalCRD 8072697
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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