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Home > Retirement Planners > new york > garden city > HEGARTY ADVISORS, LLC
HEGARTY ADVISORS, LLC
1461 Franklin Ave
Garden City, New York 11530
Tel: 516-280-2323
About HEGARTY ADVISORS, LLC
HEGARTY ADVISORS, LLC, formally registered with the SEC as HEGARTY ADVISORS, LLC. The firm was established in 05/05/2022. They have over 1 offices throughout the country.
HEGARTY ADVISORS, LLC is a Garden City, New York based Financial Planning firm with nearly $125,300,000 assets under management, offering retirement planning & investment advisory services to 370 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306342 |
| SEC# | 801-124958 |
| Assets Managed by Firm | $125,300,000 |
| No. of Clients | 370 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 370 | $125,300,000 |
| Individuals (other than high net worth individuals) | 94 | $41,231,000 |
| High net worth individuals | 44 | $84,069,000 |
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