Heffernan Advisory, Inc.
Heffernan Advisory, Inc. is an SEC-registered wealth manager in Flagstaff, AZ with $409.6M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Heffernan Advisory, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116771, SEC 801-67175, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $409.6M (2026-06-15)
- Firm type
- Wealth Manager
- Location
- Flagstaff, AZ
- Employees
- 12
- Clients
- 357
- CRD
- 116771
- Ownership
- HOYT, JAMES, DOUGLASS; HEFFERNAN INSURANCE BROKERS; THIBAULT, BLAKE, ALEXANDER; HEFFERNAN GROUP; MORTIMER, PHILIP
How much AUM does Heffernan Advisory, Inc. have?
Heffernan Advisory, Inc. reported $409.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Heffernan Advisory, Inc.?
Disclosed owners and executives of Heffernan Advisory, Inc. include HOYT, JAMES, DOUGLASS, HEFFERNAN INSURANCE BROKERS, THIBAULT, BLAKE, ALEXANDER, HEFFERNAN GROUP, MORTIMER, PHILIP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.