HEFFERNAN & ASSOCIATES, INC.
HEFFERNAN & ASSOCIATES, INC. of ST LOUIS, MO is an SEC-registered investment adviser (CRD 104934). Regulatory assets under management: $18.7M.
Registration
- CRD: 104934
- SEC file number: 801-25088
- Type: Registered investment adviser
- Location: 50 CRESTWOOD EXECUTIVE CENTER, ST LOUIS, MO, 63126-1901
- Phone: 314-843-5750
- Latest filing: 2026-02-26
- Regulatory AUM: $18.7M
- Non-discretionary AUM: $18.7M
- Clients: 2
- Accounts: 20
Business model
Compensation: % of AUM, Hourly.
Clients served: High net worth, Other.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| HEFFERNAN WALTER WILLIAM | SHAREHOLDER/DIRECTOR; SHAREHOLDER/DIRECTOR/PRESIDENT/SECRETARY/TREASURER | — |
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