Heffernan Investment Advisors, Inc.
Heffernan Investment Advisors, Inc. (CRD# 118369) is a financial advisory firm headquartered in San Francisco, CA. They manage $56,178,563 in 178 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management56MILLION
Total Number of Accounts178ACCOUNTS
Average Account Value$315,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Steven Epstein (CRD# 2396199) is an Investment Advisor Representative working at Heffernan Investment Advisors, Inc. in San Francisco, CA and has over 18 years of experience in the finance industry.