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Heaton Financial, PC

EST. AUM
$140,139,000

CONTACTS

CLIENT ACCOUNTS
660

Firm Details

Metro area Las Vegas
CRD Number 134578
Website heatonfinancial.com
Client types

Overview

Heaton Financial, PC is an independent, fee-only registered investment adviser founded in 2005 and headquartered in Cedar City, Utah, with an additional office in St. George. The firm provides personalized investment management and financial planning to individuals, families, high-net-worth clients, organizations, and small businesses. Its investment approach emphasizes customized discretionary portfolios rather than standardized models, with investments potentially including stocks, bonds, ETFs, mutual funds, options, REITs, and government securities. The firm also provides retirement, income, college, estate-related, and business retirement-plan planning. Heaton Financial reports approximately $140.1 million in regulatory assets under management.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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