HEAPHY INVESTMENTS, LLC

SPRINGFIELD, Massachusetts·2 registered advisors·CRD# 151849
SEC# 801-70962413-736-8805
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at HEAPHY INVESTMENTS, LLC

2 registered advisors
Edward Thomas Heaphy
SPRINGFIELD, Massachusetts
Lois B Heaphy
SPRINGFIELD, Massachusetts
05

Office Locations

SPRINGFIELD, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. HEAPHY INVESTMENTS, LLC (CRD# 151849) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.