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Building 2HEFFERNAN ADVISORY, INC.

Map pinFLAGSTAFF, AZ
Phone928-774-9598
NotebookSEC #801-67175
Total AUM
$409.6M
Employees
12
Clients
357

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
809 W. RIORDAN ROAD
SUITE 104
FLAGSTAFF
AZ 86001
United States
Operating Hours
7:00 AM TO 4:00 PM
Monday - Friday
Phone
928-774-9598
Other Offices
6

ReceiptFinancials

Total AUM
$409.6M
Accounts
679
Discretionary
$409.6M
Accounts
679
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
182
AUM
$77.5M
HNW Individual Clients
165
AUM
$323.1M
Pension/Profit Sharing Plan Clients
5
AUM
$6.1M
Corporation or Business Clients
5
AUM
$2.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FIXED FEES ARE ONLY CHARGED FOR FINANCIAL PLANNING ARRANGEMENTS.

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONHORTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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