Heaphy Investments, LLC

Heaphy Investments, LLC (CRD# 151849) is a financial advisory firm headquartered in Springfield, MA. They manage $74,918,415 in 234 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
32 Hampden Street, Springfield, MA 01103
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $320,164
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Heaphy Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward Heaphy, financial advisor Springfield MA
Edward T. Heaphy
CRD#: 4337472
32 Hampden Stret, Springfield, MA 01103

Edward Heaphy (CRD# 4337472) is an Investment Advisor Representative working at Heaphy Investments, LLC in Springfield, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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