Hegarty Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Hegarty Advisors LLC
CRD #306342
SEC #801-124958
CIK #0002107727
AUM 171.1 M (2026-01-13)
Employees 2 (100% Investors, 0% Brokers)
Phone516-280-2323
Address1461 Franklin Ave
Garden City, NY 11530
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($M)
180144108723602010201520212027
Sector Form 13F Holdings Value ($M)
World Currency Gold Trust 1.9
ETFS Silver Trust 1.7
Apple Inc 1.7
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
13010478522602025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 49 27.2
(b) Individuals (high net worth individuals) 52 143.9
(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 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 431 171.1
By Discretionary
Discretionary 431 171.1
Non-Discretionary 0 0.0
Total 431 171.1
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 170.8
Total 431 171.1
EDGAR Form CIK 2011 - 2026
13F-HR [0002107727]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
Clients7 (1 non-US)
ServesRetail
Comparable Firms State AUM
Crawford Gregory Jason
CA 171.6 M
CAVU Wealth Advisors LLC
CA 171.6 M
Scottsdale Wealth Planning Inc
AZ 171.5 M
Genesis Financial Group LLC
NJ 171.3 M
RJ Cloud Advisors & Company
OK 171.3 M
Wilhelm Financial Services PLLC
171.3 M
Wealth Engineering LLC
AZ 171.0 M
RMR Capital Management LLC
CA 170.8 M
Taylor Wealth Management LLC
CA 170.5 M
North Shore Investment Consulting LLC
IL 170.5 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com