HEFFERNAN ADVISORY, INC.

HEFFERNAN ADVISORY, INC. is an SEC-registered investment adviser in Flagstaff, AZ, registered since 2006. The firm manages approximately $410 million in...

HEFFERNAN ADVISORY, INC.

HEFFERNAN ADVISORY, INC. is an SEC-registered investment adviser in Flagstaff, AZ, registered since 2006. The firm manages approximately $410 million in assets. It has 12 employees and 5 investment advisers.

Website

heffernanadvisory.com

linkedin.com/company/heffernan-financial

General information

Firm type

Asset Manager

Does Heffernan Advisory deploy its own capital?

No. Heffernan Advisory is an advisory and placement practice, not a principal investor. It does not disclose a proprietary balance sheet for investment and positions itself as an intermediary structuring access rather than taking risk as a GP or limited partner.

Who runs investment decisions at Heffernan Advisory?

The principals behind Heffernan Advisory have not been publicly disclosed. The firm maintains a deliberately low profile, and no executive biographies or named decision-makers are available in the public record. This is typical of boutique placement agents that operate on high-trust networks without a mass-market brand.

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