HEFFERNAN ADVISORY, INC. of FLAGSTAFF, AZ is an SEC-registered investment adviser (CRD 116771). Regulatory assets under management: $409.6M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| James Douglass Hoyt | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Francis Michael Heffernan | CHIEF EXECUTIVE OFFICER; DIRECTOR; TRUSTEE | — |
| Blake Alexander Thibault | DIRECTOR | — |
| Jennifer A Mahoney | SECRETARY | — |
| Philip Mortimer | TREASURER | — |
| HEFFERNAN FRANCIS MICHAEL | CHAIRMAN OF THE BOARD; CHIEF EXECUTIVE OFFICER | — |
| HOYT JAMES DOUGLASS | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| THIBAULT BLAKE ALEXANDER | DIRECTOR | — |