HEAPHY INVESTMENTS, LLC
CRD #151849 SEC #801-70962 SPRINGFIELD, MA 413-736-8805
SEC Registered
Total AUM
$48.4M
Discretionary
$48.4M
Employees
1
Clients
--
Accounts
258
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $48.4M | $48.4M | $0 | 1 | 300 |
| May 2012 | $48.4M | $48.4M | $0 | 1 | 300 |
| Mar 2012 | $48.4M | $48.4M | $0 | 1 | 300 |
| Jan 2010 | $36.5M | $36.5M | $0 | 5 | -- |
DateJun 2012
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees1
Clients300
DateMay 2012
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees1
Clients300
DateJan 2010
Total AUM$36.5M
Discretionary$36.5M
Non-Disc.$0
Employees5
Clients--