HEAPHY EDWARD THOMAS JR
Legal name: HEAPHY TRUST GROUP
CRD #105751 SEC #801-35862 SPRINGFIELD, MA 413-736-8805
SEC Registered
Total AUM
$44.4M
Discretionary
$44.4M
Employees
5
Clients
0
Accounts
219
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $47.8M | $47.8M | $0 | 5 | -- |
| Mar 2007 | $47.4M | $47.4M | $0 | 5 | -- |
| Feb 2006 | $45M | $45M | $0 | 5 | -- |
| Sep 2005 | $44.4M | $44.4M | $0 | 5 | -- |
DateMar 2008
Total AUM$47.8M
Discretionary$47.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$44.4M
Discretionary$44.4M
Non-Disc.$0
Employees5
Clients--