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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Legacy
- Established Date
- 08-23-2005
- Office Locations
- 2
Office Locations
About Heaton Financial, PC
Heaton Financial is a Southern Utah RIA providing personalized financial planning and discretionary wealth management for individuals and families, with a focus on retirement and income planning, Social Security guidance, and education funding. Portfolios are actively managed with disciplined, risk-based strategies and monitored daily, often implemented with ETFs and mutual funds, with custody relationships including Schwab and Fidelity.
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Owner & Executives
KIMBER WENDEL HEATON
Certified Financial Planner, President
- CRD
- #2352325
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MITCHELL CADE MORTENSEN
Portfolio Manager
- CRD
- #5677831
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,939,000 | -- |
| Non-Discretionary | $7,879,000 | -- |
| Total | $128,818,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $128,818,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,865,878,867 | 22.5% |
| Public Funds | $1,401,482,349 | 16.9% |
| U.S. Government/Agency | $1,733,194,148 | 20.9% |
| Cash | $2,753,207,928 | 33.2% |
| Municipal Bonds | $539,031,673 | 6.5% |
| Total | $8,292,794,965 | 100.0% |