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| Keyboard |
| Heffernan Advisory Inc
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|---|---|
| CRD # | 116771 |
| SEC # | 801-67175 |
| CIK # | 0001536230 |
| AUM | 409.6 M (2026-06-15) |
| Employees | 12 (42% Investors, 42% Brokers) |
| Fees | |
| Minimum | |
| Phone | 928-774-9598 |
| Address | 809 W Riordan Road Flagstaff, AZ 86001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Mastercard Inc | 0.4 | ||
| Old Republic International Corp | 0.3 | ||
| Visa Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| American Realty Capital Global Daily Net Asset Value Trust Inc | 0.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 77.5 |
| (b) Individuals (high net worth individuals) | 165 | 323.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 6.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 679 | 409.6 |
| By Discretionary | ||
| Discretionary | 679 | 409.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 679 | 409.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 405.5 | |
| Total | 679 | 409.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001536230] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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