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 owned by an individual. The dataset indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not provide detail on its client base, fee schedules, specific business lines, or advisory activities in the available record.
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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