F. Michael Heffernan III Separate Property Trust
ShareholderHeffernan Advisory, Inc.
About F. Michael Heffernan III Separate Property Trust
F. Michael Heffernan III Separate Property Trust is listed as Shareholder at Heffernan Advisory, Inc. in Flagstaff, AZ. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Heffernan Advisory, Inc.
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does F. Michael Heffernan III Separate Property Trust work?
F. Michael Heffernan III Separate Property Trust is listed as Shareholder at Heffernan Advisory, Inc. on SEC Form ADV.
How much of Heffernan Advisory, Inc. does F. Michael Heffernan III Separate Property Trust own?
Form ADV reports a beneficial ownership band of 25-50%.
Heffernan Advisory, Inc.
| Title | Shareholder |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2026 |