HEFFERNAN ADVISORY, INC.
CRD #116771 SEC #801-67175 FLAGSTAFF, AZ 928-774-9598
SEC Registered
Total AUM
$315.9M
Discretionary
$315.9M
Employees
11
Clients
1
Accounts
599
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $315.9M | $315.9M | $0 | 11 | 1 |
| Dec 2025 | $315.9M | $315.9M | $0 | 11 | 1 |
| Mar 2025 | $315.9M | $315.9M | $0 | 11 | 1 |
| Mar 2025 | $315.9M | $315.9M | $0 | 11 | 1 |
| Feb 2024 | $295M | $295M | $0 | 10 | 0 |
| Feb 2024 | $295M | $295M | $0 | 10 | 0 |
| Jun 2023 | $259.2M | $259.2M | $0 | 11 | 0 |
| Jun 2023 | $259.2M | $259.2M | $0 | 11 | 0 |
| Mar 2023 | $259.2M | $259.2M | $0 | 11 | 0 |
| Mar 2023 | $259.2M | $259.2M | $0 | 11 | 0 |
| Nov 2022 | $318.6M | $318.6M | $0 | 11 | 0 |
| Apr 2022 | $318.6M | $318.6M | $0 | 11 | 0 |
| Mar 2022 | $318.6M | $318.6M | $0 | 11 | 0 |
| Feb 2022 | $318.6M | $318.6M | $0 | 11 | 0 |
| Oct 2021 | $257.6M | $257.6M | $0 | 11 | 0 |
| Oct 2021 | $257.6M | $257.6M | $0 | 11 | 0 |
| Feb 2021 | $257.6M | $257.6M | $0 | 11 | 0 |
| Feb 2021 | $257.6M | $257.6M | $0 | 11 | 0 |
| Sep 2020 | $217.2M | $217.2M | $0 | 8 | 0 |
| Jun 2020 | $217.2M | $217.2M | $0 | 8 | 0 |
| Jan 2020 | $217.2M | $217.2M | $0 | 8 | 0 |
| Oct 2019 | $171.4M | $171.4M | $0 | 8 | 1 |
| Jun 2019 | $171.4M | $171.4M | $0 | 8 | 1 |
| Feb 2019 | $171.4M | $171.4M | $0 | 8 | 1 |
| Feb 2019 | $164.8M | $164.8M | $0 | 8 | 0 |
| Aug 2018 | $164.8M | $164.8M | $0 | 8 | 0 |
| Mar 2018 | $164.8M | $164.8M | $0 | 8 | 0 |
| Mar 2018 | $161.1M | $161.1M | $0 | 8 | 0 |
| Sep 2017 | $125.9M | $125.9M | $0 | 8 | 300 |
| Mar 2017 | $125.9M | $125.9M | $0 | 8 | 300 |
| Feb 2017 | $126.9M | $126.9M | $0 | 8 | 300 |
| Feb 2016 | $113.1M | $113.1M | $0 | 7 | 300 |
| Feb 2015 | $112M | $112M | $0 | 7 | 300 |
| Feb 2015 | $112M | $112M | $0 | 7 | 300 |
| Aug 2014 | $126.9M | $126.9M | $0 | 7 | 300 |
| Apr 2014 | $126.9M | $126.9M | $0 | 7 | 300 |
| Mar 2014 | $126.9M | $126.9M | $0 | 7 | 300 |
| Feb 2014 | $126.9M | $126.9M | $0 | 7 | 300 |
| Feb 2013 | $131.6M | $131.6M | $0 | 8 | 400 |
| Nov 2012 | $141.1M | $141.1M | $0 | 7 | 400 |
| Feb 2012 | $141.1M | $141.1M | $0 | 6 | 400 |
| Jul 2011 | $133.9M | $133.9M | $0 | 10 | -- |
| Apr 2011 | $133.9M | $133.9M | $0 | 10 | -- |
| Mar 2011 | $133.9M | $133.9M | $0 | 10 | -- |
| May 2009 | $49.6M | $49.6M | $0 | 5 | -- |
| Mar 2009 | $49.6M | $49.6M | $0 | 5 | -- |
| Mar 2007 | $45.3M | $45.3M | $0 | 5 | -- |
DateDec 2025
Total AUM$315.9M
Discretionary$315.9M
Non-Disc.$0
Employees11
Clients1
DateDec 2025
Total AUM$315.9M
Discretionary$315.9M
Non-Disc.$0
Employees11
Clients1
DateMar 2025
Total AUM$315.9M
Discretionary$315.9M
Non-Disc.$0
Employees11
Clients1
DateMar 2025
Total AUM$315.9M
Discretionary$315.9M
Non-Disc.$0
Employees11
Clients1
DateFeb 2024
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees11
Clients0
DateJun 2023
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees11
Clients0
DateNov 2022
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees11
Clients0
DateApr 2022
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees11
Clients0
DateFeb 2022
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees11
Clients0
DateOct 2021
Total AUM$257.6M
Discretionary$257.6M
Non-Disc.$0
Employees11
Clients0
DateOct 2021
Total AUM$257.6M
Discretionary$257.6M
Non-Disc.$0
Employees11
Clients0
DateFeb 2021
Total AUM$257.6M
Discretionary$257.6M
Non-Disc.$0
Employees11
Clients0
DateFeb 2021
Total AUM$257.6M
Discretionary$257.6M
Non-Disc.$0
Employees11
Clients0
DateSep 2020
Total AUM$217.2M
Discretionary$217.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$217.2M
Discretionary$217.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2020
Total AUM$217.2M
Discretionary$217.2M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees8
Clients1
DateJun 2019
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees8
Clients1
DateFeb 2019
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees8
Clients1
DateFeb 2019
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees8
Clients0
DateSep 2017
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees8
Clients300
DateMar 2017
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees8
Clients300
DateFeb 2017
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees8
Clients300
DateFeb 2016
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees7
Clients300
DateFeb 2015
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees7
Clients300
DateFeb 2015
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees7
Clients300
DateAug 2014
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees7
Clients300
DateApr 2014
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees7
Clients300
DateMar 2014
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees7
Clients300
DateFeb 2014
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees7
Clients300
DateFeb 2013
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees8
Clients400
DateNov 2012
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees7
Clients400
DateFeb 2012
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees6
Clients400
DateJul 2011
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2009
Total AUM$49.6M
Discretionary$49.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$49.6M
Discretionary$49.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees5
Clients--