Hegarty Investment Logic, LLC

Hegarty Investment Logic, LLC (CRD# 146678) is a financial advisory firm headquartered in Aztec, NM. They manage $19,808,000 in 279 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
209 East Blanco St, Suite A, Aztec, NM 87410
http://hegartyinvestmentlogic.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $70,996
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Hegarty Investment Logic, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bryan Hegarty, financial advisor Aztec NM
Bryan V. Hegarty
CRD#: 702386
209 East Blanco St, Suite A, Aztec, NM 87410
93
Wealthminder
score

Bryan Hegarty (CRD# 702386) is an Investment Advisor Representative working at Hegarty Investment Logic, LLC in Aztec, NM and has over 33 years 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals