Heaton Financial, Pc

Heaton Financial, Pc (CRD# 134578) is a financial advisory firm headquartered in Cedar City, UT. They manage $81,764,040 in 545 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $150,026
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Heaton Financial, Pc
Showing 1 - 2 of 2 top financial advisors.
1
Kimber W. Heaton
CRD#: 2352325
337 S Main, Suite 120, Cedar City, UT 84720

Kimber Heaton (CRD# 2352325) is an Investment Advisor Representative working at Heaton Financial, Pc in Cedar City, UT and has over 30 years of experience in the finance industry.

2
Mitchell C. Mortensen
CRD#: 5677831
1224 S. River Road, Suite A103, Saint George, UT 84790

Mitchell Mortensen (CRD# 5677831) is an Investment Advisor Representative working at Heaton Financial, Pc in Saint George, UT and has over 7 years of experience in the finance industry.

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