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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- LegacyEagle +more
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
About Compass Wealth Advisors
Heffernan Financial is an independent SEC-registered RIA with 30+ years of experience helping families, business owners, and retirees navigate complex financial decisions through comprehensive planning, retirement account strategy, education planning, and investment-based wealth building. The firm operates as a fiduciary and uses a listening- and values-first process, including a "first memory of money" discovery question for new clients.
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Investment Themes
Investment Vehicles
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Owner & Executives
JOHN CHRISTIAN CORT
Chief Investment Officer, Managing Member
- CRD
- #5727496
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,837,452 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,837,452 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,837,452
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $990,973,179 | 18.2% |
| Equity - Exchange | $2,020,060,711 | 37.1% |
| Cash | $2,433,873,686 | 44.7% |
| Total | $5,444,907,576 | 100.0% |