Heritage Capital Concepts

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

5555 Erindale Dr Ste 100, Colorado Sprin...

Phone Number

(719) 570-1420

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Heritage Capital Concepts

We are an independent, comprehensive financial planning and insurance firm located in the heart of beautiful Colorado Springs. In business since 1981, Heritage Capital Concepts serves the financial needs of individuals, families and small businesses up and down the front range of the Colorado Rocky Mountains. Our Mission is "Empowering People to Control their Financial Future". We will seek to ensure the financial security of our clients, associates and families through provision of a full range of highly competitive financial products and services; in so doing, Heritage Capital Concepts seeks to be the provider of choice of Colorado Springs.Explore more
Heritage Capital Concepts's Social MediaPopular SearchesHeritage Capital ConceptsHeritage Capital Concepts LLCWww HeritagecapitalconceptsYd Heritage LLCSIC Code 62,628NAICS Code 52,523Show more

Heritage Capital Concepts Org Chart

SP
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President & Chief Executive Officer

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JR
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Registered Representative and Office Manager

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TW
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Business Development Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heritage Capital Concepts

<$5M
1-10
Private
-
1981
SP
Steven ParadisPresident & CEO
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
$5.4M
11-50
Private
-
2015
<$5M
11-50
Private
-
1998
DA
David AllairePresident & Portfolio Manager
<$5M
1-10
Private
-
1998
CJ
Coty JonesFinancial Professional
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Heritage Capital Concepts is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Heritage Capital Concepts is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Heritage Capital Concepts.

Heritage Capital Concepts Tech Stack

A closer look at the technologies used by Heritage Capital Concepts

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Frequently Asked Questions Regarding Heritage Capital Concepts

What is Heritage Capital Concepts's official website?
Heritage Capital Concepts's official website is www.heritagecapitalconcepts.com
What is Heritage Capital Concepts's Revenue?
Heritage Capital Concepts's revenue is <$5 Million
What is Heritage Capital Concepts's SIC code?
Heritage Capital Concepts's SIC: 62,628
What is Heritage Capital Concepts's NAICS code?
Heritage Capital Concepts's NAICS: 52,523
How many employees does Heritage Capital Concepts have?
Heritage Capital Concepts has 1-10 employees
What industry does Heritage Capital Concepts belong to?
Heritage Capital Concepts is in the industry of: Finance, Insurance, Securities Trading
What is Heritage Capital Concepts competition?
Heritage Capital Concepts top competitors include: Heritage Wealth Management, Integra Financial, D & G Advisory Group, Jaffe Financial Services
What technology does Heritage Capital Concepts use?
Some of the popular technologies that Heritage Capital Concepts uses are: Cloudflare Website Optimization, Proofpoint, Smarsh, Google Tag Manager
How do I contact Heritage Capital Concepts?
Heritage Capital Concepts contact info: Phone number: (719) 570-1420 Website: www.heritagecapitalconcepts.com
What does Heritage Capital Concepts do?

We are an independent, comprehensive financial planning and insurance firm located in the heart of beautiful Colorado Springs. In business since 1981, Heritage Capital Concepts serves the financial needs of individuals, families and small businesses up and down the front range of the Colorado Rocky Mountains. Our Mission is "Empowering People to Co... ntrol their Financial Future". We will seek to ensure the financial security of our clients, associates and families through provision of a full range of highly competitive financial products and services; in so doing, Heritage Capital Concepts seeks to be the provider of choice of Colorado Springs.Read More

What are Heritage Capital Concepts social media links?
Heritage Capital Concepts Linkedin page
Is Heritage Capital Concepts a public company?
Heritage Capital Concepts is private company therefore does not currently have an official ticker symbol
See more information about Heritage Capital Concepts

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