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HEFFERNAN & ASSOCIATES, INC.
CRD 104934 · SEC 801-25088
50 CRESTWOOD EXECUTIVE CENTER, SUITE 205, ST LOUIS, MO, 63126-1901, United States
Phone
314-843-5750
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.7M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)LIFE INSURANCE, FIXED ANNUITIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $3.9M |
| High net worth individuals | 7 | $14.8M |
Official SEC filing: View on IAPD