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HEATON FINANCIAL, PC
CRD 134578
337 S MAIN, SUITE 120, CEDAR CITY, UT, 84720, United States
Phone
435-865-9991
Fax
435-865-9994
Registration
— (—)
Source
State registered
Total AUM
$128.8M
Discretionary AUM
$120.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 335 | $64.5M |
| High net worth individuals | 41 | $64.3M |
All web addresses on file
Official SEC filing: View on IAPD