CRD: 104934
Heffernan & Associates, Inc.
ST Louis, MO, 63126
3148435750
$18.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
20 ADV. Clients
28 yrs Firm Age
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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-06-1997
- Office Locations
- 1
Office Locations
50 Crestwood Executive Center Suite 205 St. Louis MO
About Heffernan & Associates, Inc.
Heffernan & Associates, Inc. is a ST Louis-based RIA. The firm has been operating for 28 years. Managing $18.7M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$18.7M AVG AUM / ADVISOR
$935.7K AVG AUM / CLIENT
28.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Oak Ember
Investment Themes
Horizon atlas Insight crest Matrix optima Optima
Investment Vehicles
Peak ridge
Services
North Beacon Matrix Vital alpha Focus pathway Alpha
Owner & Executives
D
DANIEL WILLIAM HEFFERNAN
Chief Compliance Officer, DIRECTOR, President, Secretary, TREASURER
- CRD
- #710377
- Ownership
- 75% or more
(276) 749-8501
pioneer.quantum@beaconcapital.com
in linkedin.com/in/alpha-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,713,500 | -- |
| Total | $18,713,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,713,500
Public Funds:
15.9% Cash:
63.2% Equity - Exchange:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $692,940,520 | 15.9% |
| Cash | $2,754,329,613 | 63.2% |
| Equity - Exchange | $910,846,343 | 20.9% |
| Total | $4,358,116,476 | 100.0% |