Unclaimed Profile

Amy Leigh Heaney

AM GLOBAL FAMILY INVESTMENT OFFICE·WEST PALM BEACH, Florida

Clean recordAM GLOBAL FAMILY INVESTMENT OFFICE

319 CLEMATIS STREET, WEST PALM BEACH, FL 33401CRD# 4615544Firm CRD# 159319

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Leigh Heaney · WEST PALM BEACH, FL

Registration

CRD #4615544 · AM GLOBAL FAMILY INVESTMENT OFFICE

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amy Leigh Heaney is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with AM GLOBAL FAMILY INVESTMENT OFFICE. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

Introduction

Speak with Amy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Amy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

AM GLOBAL FAMILY INVESTMENT OFFICE

AUM

$368M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AM GLOBAL FAMILY INVESTMENT OFFICE →

Services

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4615544

Firm CRD# 159319

View on FINRA BrokerCheck →

Looking for a financial advisor in WEST PALM BEACH?

Browse all registered financial advisors in WEST PALM BEACH, Florida or claim this profile if it's yours.

Browse WEST PALM BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Amy Leigh Heaney offer?

Amy Leigh Heaney specializes in Investment Management, Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are Amy Leigh Heaney's credentials?

Amy Leigh Heaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Leigh Heaney located?

Amy Leigh Heaney is based in WEST PALM BEACH, Florida, working with AM GLOBAL FAMILY INVESTMENT OFFICE. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does Amy Leigh Heaney charge for services?

Amy Leigh Heaney's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AM GLOBAL FAMILY INVESTMENT OFFICE?

AM GLOBAL FAMILY INVESTMENT OFFICE has approximately 8 employees and manages $368M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →