Overview
Assets Under Management: $171 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Frequently Asked Questions
HEGARTY ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306342), HEGARTY ADVISORS, LLC is subject to fiduciary duty under federal law.
HEGARTY ADVISORS, LLC is headquartered in GARDEN CITY, NY.
HEGARTY ADVISORS, LLC serves 52 high-net-worth clients according to their SEC filing dated January 13, 2026. View client details ↓
According to their SEC Form ADV, HEGARTY ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
HEGARTY ADVISORS, LLC manages $171 million in client assets according to their SEC filing dated January 13, 2026.
According to their SEC Form ADV, HEGARTY ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 431
Discretionary Accounts: 431
Regulatory Filings
CRD Number: 306342
Filing ID: 2039829
Last Filing Date: 2026-01-13 09:53:12