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Sandra Jean Heffernan

PINNACLE PARTNER MANAGEMENT LLC·SEATTLE, Washington
Unclaimed Profile
1421 34TH AVE, SEATTLE, WA 98122CRD# 7827109Firm CRD# 324639
01

About

Sandra Jean Heffernan is a registered financial advisor based in SEATTLE, Washington, affiliated with PINNACLE PARTNER MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PINNACLE PARTNER MANAGEMENT LLC
PINNACLE PARTNER MANAGEMENT LLC
AUM
$224M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PINNACLE PARTNER MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7827109
Firm CRD# 324639
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sandra Jean Heffernan offer?
Sandra Jean Heffernan specializes in Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.
What are Sandra Jean Heffernan's credentials?
Sandra Jean Heffernan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Jean Heffernan located?
Sandra Jean Heffernan is based in SEATTLE, Washington, working with PINNACLE PARTNER MANAGEMENT LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Sandra Jean Heffernan charge for services?
Sandra Jean Heffernan'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 PINNACLE PARTNER MANAGEMENT LLC?
PINNACLE PARTNER MANAGEMENT LLC has approximately 6 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNACLE PARTNER MANAGEMENT LLC

Leo Mitchell Backer
SEATTLE, WA
Jeffrey Harte Feinstein
SEATTLE, WA

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