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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.
General information
Firm type
Asset Manager
Frequently asked questions
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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