Heffernan Group
ShareholderHeffernan Advisory, Inc.
About Heffernan Group
Heffernan Group is listed as Shareholder at Heffernan Advisory, Inc. in Flagstaff, AZ. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Heffernan Advisory, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Heffernan Group work?
Heffernan Group is listed as Shareholder at Heffernan Advisory, Inc. on SEC Form ADV.
How much of Heffernan Advisory, Inc. does Heffernan Group own?
Form ADV reports a beneficial ownership band of Over 75%.
Heffernan Advisory, Inc.
| Title | Shareholder |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |