HEFFERNAN INVESTMENT ADVISORS, INC.
CRD #118369 SEC #801-66890 SAN FRANCISCO, CA (415) 778-0300
SEC Registered Disclosures
Total AUM
$87.3M
Discretionary
$87.3M
Employees
1
Clients
11
Accounts
255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $87.3M | $87.3M | $0 | 1 | 26 |
| Jul 2012 | $87.3M | $87.3M | $0 | 1 | 26 |
| Jul 2012 | $87.3M | $87.3M | $0 | 1 | 26 |
| Jun 2012 | $87.3M | $87.3M | $0 | 1 | 26 |
| Mar 2012 | $87.3M | $87.3M | $0 | 1 | 26 |
| Mar 2011 | $90M | $90M | $0 | 5 | -- |
| Dec 2010 | $95.9M | $95.9M | $0 | 5 | -- |
| Mar 2010 | $95.9M | $95.9M | $0 | 5 | -- |
| May 2007 | $37M | $37M | $0 | 5 | -- |
| Feb 2007 | $37M | $37M | $0 | 5 | -- |
DateAug 2012
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$95.9M
Discretionary$95.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$95.9M
Discretionary$95.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--