← Back to searchVisit website
HEFFERNAN ADVISORY, INC.
CRD 116771 · SEC 801-67175
809 W. RIORDAN ROAD, SUITE 104, FLAGSTAFF, AZ, 86001, United States
Phone
928-774-9598
Fax
928-774-1203
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$409.6M
Discretionary AUM
$409.6M
Team
12 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; FIXED FEES ARE ONLY CHARGED FOR FINANCIAL PLANNING ARRANGEMENTS.
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $77.5M |
| High net worth individuals | 165 | $323.1M |
| Pension/profit sharing plans | 5 | $6.1M |
| Corporations/business entities | 5 | $2.9M |
States served
AZ, CA, CO, OR, TX, NH
All web addresses on file
Official SEC filing: View on IAPD