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Ronan Gerard Heaney

WESTPEAK GLOBAL ADVISORS, LLC·LAFAYETTE, Colorado
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2575 PARK LANE, LAFAYETTE, CO 80026-3200CRD# 5880801Firm CRD# 106769
01

About

Ronan Gerard Heaney is a registered financial advisor based in LAFAYETTE, Colorado, affiliated with WESTPEAK GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WESTPEAK GLOBAL ADVISORS, LLC
WESTPEAK GLOBAL ADVISORS, LLC
AUM
$294M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WESTPEAK GLOBAL ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5880801
Firm CRD# 106769
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ronan Gerard Heaney offer?
Ronan Gerard Heaney specializes in Retirement Planning, Wealth Management. Contact their office in LAFAYETTE, Colorado for a consultation.
What are Ronan Gerard Heaney's credentials?
Ronan Gerard Heaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronan Gerard Heaney located?
Ronan Gerard Heaney is based in LAFAYETTE, Colorado, working with WESTPEAK GLOBAL ADVISORS, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Ronan Gerard Heaney charge for services?
Ronan Gerard Heaney's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTPEAK GLOBAL ADVISORS, LLC?
WESTPEAK GLOBAL ADVISORS, LLC has approximately 7 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAFAYETTE
Khalid Ghayur — WESTPEAK GLOBAL ADVISORS, LLCEric David Krawetz — WESTPEAK GLOBAL ADVISORS, LLCStephen Christopher Platt — WESTPEAK GLOBAL ADVISORS, LLCIngrid Chan Hanson — WESTPEAK GLOBAL ADVISORS, LLCRobert Joseph Moore — INSTITUTIONAL CAPITAL MANAGEMENT, INC.
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
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