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Building 2HEGARTY ADVISORS, LLC

Map pinGARDEN CITY, NY
Phone516-280-2323
NotebookSEC #801-124958
Total AUM
$171.1M
Employees
2
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1461 FRANKLIN AVE
GARDEN CITY
NY 11530
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
516-280-2323

ReceiptFinancials

Total AUM
$171.1M
Accounts
431
Discretionary
$171.1M
Accounts
431
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$27.2M
HNW Individual Clients
52
AUM
$143.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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