HEATON FINANCIAL, PC
SEC Form ADV profile.
Total regulatory AUM
$140,139,000
Discretionary
$132,079,000
Non-discretionary
$8,060,000
Firm details
- CRD number
- 134578
- SEC file number
- 801-136958
- Main office
- CEDAR CITY, UT, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.