Heffernan Investment Advisors, Inc. is an adviser based in San Francisco. It manages $87.26 million of regulatory assets for 255 client accounts. It has been registered with the SEC as an adviser since 2007.
Heffernan Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Heffernan Investment Advisors, Inc. is $87.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 136% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Heffernan Investment Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Steve Williams has been acting as President since 1 May 2007. Andrew William Ryan has served as the Chief Investment Officer since 1 May 2000 and Francis Michael Heffernan is the Chief Executive Officer of Heffernan Investment Advisors, Inc. family office. Marcella Molinare Saliba joined the executive team most recently as the Secretary.
The principal office where Heffernan Investment Advisors, Inc. performs its advisory services is located at 120 Howard Street, Suite 550, San Francisco, CA 94105, which is also the mailing address of the firm. An additional office of the firm is in San Rafael, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (415) 778-0300 or by fax (415) 778-0301. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.heffgroupfs.com.