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 appears in regulatory records as an SEC-registered entity since 1998. Public classification lists the firm as an investment bank and ownership is reported as individual. The firm's snapshot indicates it does not function as a capital allocator, is not identified as an active ESG investor, and is not a multi-state registered investment adviser under the provided data. Several operational categories in the snapshot—client types, fee structure and advisory or business activities—are not detailed in the 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 1WILLIAM SORENSON
CEOCRD 6436196
Contacts
3 of 25Hannah 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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