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Amy Leigh Heaney

AM GLOBAL FAMILY INVESTMENT OFFICE·WEST PALM BEACH, Florida
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319 CLEMATIS STREET, WEST PALM BEACH, FL 33401CRD# 4615544Firm CRD# 159319
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
AM GLOBAL FAMILY INVESTMENT OFFICE
AM GLOBAL FAMILY INVESTMENT OFFICE
AUM
$368M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at AM GLOBAL FAMILY INVESTMENT OFFICE →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4615544
Firm CRD# 159319
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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